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HomeMy WebLinkAbout03- City Manager's Office CITY OF SAN BERNARDINO — REQUEST FOR COUNCIL ACTION From: Charles McNeely, City Manager Subject: Implementation of recommendations of the Matrix Dept: City Manager's Office Consulting Group's Management Study of the Integrated Waste Management Date: June 10, 2010 Division. Council Date: June 15, 2010 Synopsis of Previous Council Action: ORIGINAL Recommended Motion: Discuss and take possible action regarding the Matrix Report; AND Approve the Implementation Plan and direct staff to take all actions necessary for implementation of the recommendations. Signature Contact person: Tanya Romo Phone: 909-384-5122 Supporting data attached: Staff Report, Matrix Consulting Group's Management Study and Implementation Plan Ward: All FUNDING REQUIREMENTS: Amount: No financial impact to the general fund Source: Council Notes: Agenda Item No. / CITY OF SAN BERNARDINO — REQUEST FOR COUNCIL ACTION Staff Report Subject: Implementation of recommendations of the Matrix Consulting Group's Management Study of the Integrated Waste Management Division. Background: In 2007, the City contracted with R3 Consultants to perform an operational analysis of the Integrated Waste Management Division. This year, the City contracted with Matrix Consulting Group to perform a management audit, a component of which was to determine the status of the implementation of the recommendations of the R3 Report. The study involved a comprehensive organization and management analysis of the IWM Division's operations, service levels, management practices, and staffing levels. Matrix Consulting Group's final report identified 128 recommendations that incorporate the outstanding items detailed in the R3 Reports and identified additional opportunities to enhance the efficiency and effectiveness of the Division. The main focus areas of the Matrix analysis were to: • Evaluate the organizational structure of the Division, including the division of labor and managerial/supervisory spans of control. • Analyze the staffing and service levels including, but not limited to, staff assignments, workload, training, and the cost-effectiveness of service levels and service delivery. • Analyze the processes used by the Division to deliver services to its customers including opportunities to streamline and enhance the management of these processes. • Analyze opportunities for increased revenues and cost saving measures. In its analysis Matrix Consulting Group identified four major recommendations from the R3 Report that had been completed: • Commercial Audit • Customer Service Efficiency Plan • Reimbursement from Water for collection services • Reimbursement from EDA for collection services In performing its analysis, Matrix Consulting Group conducted interviews with staff at all levels of the IWM Division, which focused on goals and objectives, management systems, the use of technology, the levels of service provided by the Division and the resources available to provide those services. Matrix then compiled a comprehensive report which included a summary of the 1 128 recommendations for the IWM Division (See Attachment "I"). The objective of the assessment was to, "Identify opportunities for improvement in the efficiency, effectiveness, and service delivery of the Division (IWM) and opportunities for enhancing the quality of its product and services." Staff has compiled the recommendations into an Implementation Plan (See Attachment"2"). This implementation plan details specific start and completion dates along with identifying the staff assigned with the responsibility to ensure accountability and full implementation of the plan. Upon approval of the plan, staff will provide quarterly status reports and updates to the Council of the progress in the implementation of the plan. Financial Impact: There will be no impact to the General Fund. Recommendation: Discuss and take possible action regarding the Matrix Report; Approve the Implementation Plan and direct staff to take all actions necessary for implementation of the recommendations. 2 ATTACHMENT "1" Management Study of the Integrated Waste Management Division CITY OF SAN BERNARDINO, CALIFORNIA matrix & consulting group June 15, 2010 TABLE OF CONTENTS 1. INTRODUCTION AND EXECUTIVE SUMMARY 1 2. PROFILE 16 3. EVALUATION OF THE IMPLEMENTATION OF THE R3 CONSULTING GROUP REPORTS 31 4. DIAGNOSTIC APPRAISAL OF THE INTEGRATED WASTE MANAGEMENT DIVISION 48 5. ANALYSIS OF INTEGRATED WASTE MANAGEMENT DIVISION FINANCIAL POLICIES AND PRACTICES 60 6. ANALYSIS OF CUSTOMER SERVICES 77 7. ANALYSIS OF SOLID WASTE COLLECTION 92 8. ANALYSIS OF RECYCLING 123 9. ANALYSIS OF ADMINISTRATION 139 APPENDIX 1 160 APPENDIX 2 172 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division 1 . INTRODUCTION AND EXECUTIVE SUMMARY This initial chapter of the report introduces the approaches utilized in this study and summarizes key findings, conclusions and recommendations to be found in this report. 1. INTRODUCTION TO THE REPORT The Matrix Consulting Group was retained by the City of San Bernardino to conduct a management study of the Integrated Waste Management Division. The study involved a comprehensive organization and management analysis of the Division's existing operations, service levels, management, and staffing levels. The analysis was to be fact-based and include all aspects of service provision by the Division. The aspects of this analysis are presented below. • Evaluate the organizational structure of the Division, including the division of labor and managerial / supervisory spans of control. • Analyze the staffing and service levels including, but not limited to, staff assignments, workload, training, and the cost-effectiveness of service levels and service delivery. • Analyze the processes used by the Division to deliver services to its customers including opportunities to streamline and enhance the management of these processes. The approach of the Matrix Consulting Group in meeting this scope is portrayed below. • Develop an in-depth understanding of the key issues impacting the Division. The Matrix Consulting Group conducted interviews with Division staff at all levels of the Division. Interviews focused on goals and objectives, management systems, the use of technology, the levels of service provided by the Division, the resources available to provide those services, etc. • Develop a profile of the Division. The Matrix Consulting Group conducted interviews with Division staff and other key staff in the City to document the Matrix Consulting Group Pagel CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division current organization of services, the structure and functions of the Division, budgets, workload data, management systems, etc. • Compare the Division's program and practices to 'best management practices' and other cities. • Evaluate the staffing, organization structure, and service levels in the Division. This included interviews with key staff to develop an understanding of the current service delivery model, evaluation of the adequacy of current service levels, work practices, work planning and scheduling systems, productivity and staffing levels, and the plan of organization. The objective of this assessment was to identify opportunities for improvement in the efficiency, effectiveness, and service delivery of the Division and opportunities for enhancing the quality of its product and services. 2. THE INTEGRATED WASTE MANAGEMENT DIVISION EMPLOYS A NUMBER OF BEST PRACTICES. An organizational and management analysis by its nature focuses on opportunities for improvement. However, there are a number of strengths in the Division. Examples of these strengths are portrayed below. • Residential trash, yard waste, and recycling is rollerted with automated side loaders using 1-person crews. • The Division uses a 4 / 10 work schedule for the collection of residential trash, yard waste, and recycling. • The Division has begun to convert commercial front loader trash collection to 1- person crews for three of its twelve routes. Based upon a four-week sample in June and July 2009, route C-4 used a 1-person crew for 92% of the collection days Monday through Friday, route C-3 used a 1-person crew for 68% of the collection days Monday through Friday, and route C-2 used a 1-person crew for 24% of the collection days Monday through Friday • The productivity of the commercial front loader crews meets industry benchmarks. Based upon a four-week sample, the median route size for commercial front loaders was 128 containers. Matrix Consulting Group Page 2 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division • The City meets the AB 939 requirements. Over the past ten years, the diversion rate has increased from 44% to 54% in 2006 (the most current year information is available from the State). • Single stream recycling is used for collection of curbside residential recyclables These strengths provide a sound basis for further enhancements. 3. KEY INITIATIVES Based upon the evaluation of the Division, it is apparent that the Division faces a number of challenges and significant opportunities for improvement. These opportunities are portrayed below. (1) Solid Waste Administration The project team evaluated the adequacy of the administration and management of the Integrated Waste Management Division. Overall, the key findings and conclusions reached by the project team regarding the adequacy of administration for the Division are presented below. • Two functions that are funded within the Refuse Fund are organizationally located outside the fund: street sweeping and right-of-way maintenance. • Written policies and procedures regarding management controls, general operations, collection work practices, etc. are not well documented. • A formal skills assessment and training plan has been developed for each employee in the Division. • Few employees in the Division seem aware of the Division's Safety and Procedures Manual or the Division's Injury and Illness Prevention Program Manual. • While the Division generates a "productivity' report on a weekly basis that identifies the number of containers collected and tons collected per route for each "line of business", some of the data contained within the "productivity" report is incomplete or incorrect. • While the Division contracted with the R3 Consulting to develop a business plan, the business plan is largely unimplemented. Matrix Consulting Group Page 3 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division • The span of control for the two (2) Residential Supervisors amounts to fourteen (14) routes each. • Employees have been denied their merit increases without an explanation from their supervisor. • The Division has not developed five-year financial plan. • The Refuse Fund has not established an equipment replacement reserve. • The City does not reimburse the Refuse Fund for solid waste collection services received by the City. • Solid waste collection and disposal rates are not empirically calculated and updated on at least an annual basis. • The Division does not document its operating costs by line-of-business. • The Division has not developed a fact-driven basis for maintaining in-house delivery of solid waste collection services (versus outsourcing these services). • The "franchise fee" charged to the Refuse Fund, while comparable to many other cities in Riverside and San Bernardino counties, is also substantially less than many of these other cities. In comparison to many of these other cities, the City has been recovering a lower level of funding from the Refuse Fund. (2) Customer Service Customer Service handles a large volume of inbound refuse customer inquiry calls, generates refuse collection bills for a small proportion of the City's refuse customers, processes requests for service from new customers, etc. These inquiries range from payment arrangements, billing inquiries, to low income and energy efficiency program information. Overall, the key findings and conclusions reached by the project team regarding the adequacy of Customer Services for the Division are presented below. • Utility billing is not administratively centralized to capture economies of scale. The City operates two utility billing operations — one in the Water Department and the other in the Integrated Waste Division. Matrix Consulting Group Page 4 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division • Effective collection procedures have not been put in place. • Customer Services does not effectively utilize the HTE utility billing software. • The % of calls abandoned in 2009 amounted to 10.6%. This exceeds benchmarks, and is not a responsive level of service. • Customer Services receives a total of approximately 132 calls per day (excluding abandoned calls). • The Division serves approximately 43,500 residential customers and 3,500 commercial customers. However, approximately 83% of these customers are served by the Water Department's Customer Service Representatives. The remainder are served by the Division's Customer Service Representatives. The level of accounts per Customer Service Representative in the Division does not meet benchmarks; in other words, the staffing exceeds workload requirements. (3) Solid Waste Collection Collection of solid Waste and recyclabies represents the single largest percentage of the City's solid waste management budget. The City has deployed a number of measures to enhance the efficient collection of solid waste such as automated side loaders for residential solid waste collection, but a number of other challenges remain. The key findings and conclusions reached by the project team regarding the adequacy of solid waste collection services for the Division are presented below. • The residential and commercial routes suffer from significant imbalances in the number of containers collected per route and the tonnage collected per route. • The Division does not use electronic routing software. • One third of the automated side loader fleet exceeds the replacement cycle. Only two 2009 automated side loaders are in the fleet and only one 2008 automated side loader. • The spare ratio for automated side loaders is 36%, which exceeds the benchmark of 20% to 25%. Matrix Consulting Group Page 5 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division • The route sizes for residential trash, yard waste, and recycling collection are lower than benchmarks would suggest as appropriate. The route size of residential trash, yard waste, and recycling collection should be 875 to 1,125 containers for a 10-hour workday. The median for these routes ranges from 638 (yard waste) to 793 (trash) based upon a four (4) week sample. There is significant unused capacity amounting to approximately 26% for residential trash, 33% for residential recycling, and 56% for residential green waste. • 9 of the 12 commercial front loader routes are collected using 2-person crews. The use of 1-person crews is a common practice in solid waste collection. • 57% of the commercial front loader fleet exceeds the replacement cycle. Only nine commercial front loaders are in the fleet with an age less than 7 years. • The spare ratio for automated side loaders is 75%, which exceeds the benchmark of 20% to 25%. • The median number of commercial roll off containers collected per route was five (5) based upon a four (4) week sample. There is significant unused capacity amounting to 29% to 33%. • The commercial roll off crews travel to each container site twice: once to collect the container to take the container to the landfill, and the second time to bring the empty container back to the site. The crews do not use the four-way "switchout" method. • 15% of the commercial roll off trucks exceeds the replacement cycle. • The spare ratio for commercial roll off trucks is 86%, which exceeds the benchmark of 20% to 25%. • In some instances, the tonnage collected by commercial front loaders exceeds legal limits. In some instances, this results from operators not collecting this tonnage in 2 loads. This is a particular problem for route C-1. • The vehicle availability for the commercial roll off fleet approximates 60%. The vehicle availability for the automated side loader fleet approximates 70% to 75%. (4) Recycling The managers of successful solid waste collection and disposal recognize that all aspects of their programs are designed around recycling, not trash. The key findings and conclusions reached by the project team regarding the adequacy of recycling Matrix Consulting Group Page 6 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division services for the Division are presented below. • The Division does not have the right mix of staff for its recycling program. The Division has experienced difficulty in filling positions within the program, and has not been able to attract qualified employees for its entry-level positions. • Based upon a sample in July 2009 of three collection vehicles, the contamination rate for recycled materials was 24.5%. • The City has not yet adopted a construction and demolition debris recycling ordinance. The Division has not yet developed effective education programs for businesses and residents. • The Division does not provide on-site waste assessments and technical assistance for businesses. • The Division does not provide recycling services for multi-family dwellings, and its recycling services for businesses are limited. 4. SUMMARY OF RECOMMENDATIONS. The table on the following page presents a summary of the recommendations contained within the report. Matrix Consulting Group Page 7 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division SUMMARY OF RECOMMENDATIONS # Recommendation Page# Chapter 3 -Evaluation of the Implementation of the R3 Consulting Group Reports 1 The Integrated Waste Management Division Manager should develop a plan of 31 implementation for the Collection Operations Review for the review and approval of the Public Services Director. 2 The Integrated Waste Management Division Manager should include within the plan of 31 implementation the recommendation, the manager or supervisor responsible for implementation of the recommendation,the priority of the recommendation,the time frame for start and finish of the implementation, and the costs associated with im lementation. 3 The Integrated Waste Management Division Manager should work with his I her 31 management and supervisory team in the development of the plan of implementation. 4 Some of the recommendations contained in the Collection Operations Review should 31 not be implemented. This includes recommendation#6—to transition to a 5-day, 8- hour per day collection schedule for residential refuse collection, recommendation#6 - to implement multiple commodity collection routes, recommendation#2-to consider staffing an Assistant Manager,two additional Route Supervisors, and a Customer Service Representative, and recommendation#1 -to use the Inland Valley Transfer Station and not the Mid-Valley Landfill in Rialto. 5 The Integrated Waste Management Division Manager should develop a plan of 36 implementation for the Business Plan for the review and approval of the Public Services Director. 6 The Integrated Waste Management Division Manager should include within the plan of 36 implementation the recommendation,the manager or supervisor responsible for implementation of the recommendation, the priority of the recommendation, the time frame for start and finish of the implementation, and the costs associated with implementation. 7 The Integrated Waste Management Division Manager should work with his I her 36 manaclement and supervisory team in the development of the plan of implementation. 8 Some of the recommendations contained in the Business Plan should not be 36 implemented. This includes the recommendations to purchase an Integrated Customer Information System for the residential, commercial, and temporary services, to increase the number of authorized positions within the Integrated Waste Management Division, to re-balance residential routes based upon an 8-hour work day, 5 days of collection,to begin a feasibility study for a Corporation Yard I MRF I Transfer Station, and to incorporate the cost within the budget to implement aggressive public outreach ro rams and enforcement. Chapter 5-Analysis of Integrated Waste Management Division Financial Policies and Practices 9 The Integrated Waste Management Division should prepare a five-year financial plan in 60 calendar ear 2010. 10 The five-year financial plan for the Integrated Waste Management Division should be 60 resented to the City Council for its consideration and adoption. 11 The Administrative Analyst II assigned to the Public Services Department should be 60 assigned responsibility for the preparation of this five-year financial plan. 12 The Integrated Waste Management Division should develop financial policies to guide 62 the development of the five-year financial plan.These financial policies should be develo ed durin 2010. 13 The Integrated Waste Management Division should develop these financial policies in 62 consultation with the Finance Department. Matrix Consulting Group Page 8 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division # Recommendation Page# 14 These financial policies should be developed in concert with the development of the 62 five- ear financial plan. 15 These financial policies should include such aspects as balancing revenues and 62 expenditures, long-range planning, asset management(the fleet and containers), revenue, and expenditures. 16 The Integrated Waste Management Division should separate its revenues and 64 expenditures in the Division's budget based on the primary services provided by the Division. This should include residential trash, yard waste, and recycling collection; uncontained or bulk collection; recycling operation; commercial front-loader trash and recycling collection; commercial roll-off collection; street sweeping; and right-of-way services. 17 The Integrated Waste Management Division should continue to use debt financing until 66 the Refuse Fund reserves are sufficient to enable the development of an equipment re lacement fund. 18 The Finance Department should conduct a cost of service study for solid waste 70 collection services in fiscal year 2010-11. 19 The Finance Department should update the cost of service study for solid waste 70 collection services annually. 20 The City should authorize an Accountant I for the Finance Department to develop and 70 update the cost of service study and provide other financial support to the Integrated Waste Manage ent Division. 21 The Integrated Waste Management Division should conduct route audits of its 72 commercial and residential customers. 22 The contractor should develop a master refuse collection electronic database, which 72 should be referenced for customer container counts in the field.The database should ultimately generate a GIS database of refuse collection points tied to parcels. 23 The contractor should collect GPS coordinates for each customer container to be 72 spatially coined to the prospective refuse collection points in the electronic database. 24 The contractor should develop an accurate, verifiable, and transparent"Update 72 Procedure"methodology for the master solid waste collection electronic database that the Ci can use in the future to update the waste setout database. 25 On an annual basis, the Division should conduct billing and route audits for commercial 72 and residential customers to maintain accurate data regarding its customer base. Audits to the residential solid waste services should include information such as total number of customers, and number of containers. For commercial services,the audits should include total number of customers, number of containers, size of containers, and frequency of collection. 26 The City should reimburse the Refuse Fund for the collection of solid waste from City 75 facilities. Chapter 6-Analysis of Customer Services 27 The Water Department and the Integrated Waste Management Division should develop 77 a service level agreement for the provision of billing and collection services by the Water De artment on behalf of the Integrated Waste Management Division. 28 The Integrated Waste Management Division should "contract"with the Water 79 Department for all of its residential and commercial billing and collection. 29 The Integrated Waste Division should eliminate the Integrated Waste Customer Service 79 Supervisor position, two Lead Customer Service Representative positions, five Customer Service Representative positions, and two temporary Customer Service Representative positions. 30 The Integrated Waste Management Division should develop,deploy and promote 82 alternate payment options by its customers to include auto withdrawals, internet payment, use of Interactive Voice Response telephony, and the like. Matrix Consulting Group Page 9 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division # Recommendation Page# 31 The Integrated Waste Management Division should offer incentives for automatic 82 payment such as waiving a security deposit in exchange for choosing automatic bank drafting. Offering such an incentive could help customers automatically pay their utility bill on time, and therefore reduce the likelihood of delinquencies or bad debt accumulation. 32 The Administrative Analyst II should develop a plan to deploy and promote alternate 82 a meet options. 33 The Integrated Waste Management Division should implement a formal credit check 84 program for new customers. The Administrative Analyst II should develop and deploy the orogram. and train the Customer Service Representatives in its use. 34 The Integrated Waste Management Division should require a security deposit for those 84 customers with a bad credit score or a bad credit history at another utility. 35 The Administrative Analyst II should develop a plan to deploy a formal credit check 84 program for new customers. 36 The Integrated Waste Management Division should require a deposit for all customers 85 who do not own their property. 37 As another alternative, the Division could require that all collection service be 85 established in the name of the property owner, and hold the property owner accountable for payment of the collection service, should the tenant fail to pay. 38 The Administrative Analyst II should develop a plan to deploy a deposit system for 85 customers that do not own their property or a policy that would hold the property owner accountable for payment of the collection service,should the tenant fail to pay. 39 The Integrated Waste Division should charge a fee for reconnection of customers after 86 disconnection for failure to pay. 40 The Administrative Analyst II should proposal for consideration of the City Council to 86 establish a fee for reconnection of customers after disconnection for failure to pay. 41 The Integrated Waste Management Division should use all of the tools available to 87 collect bad debt including liens, a collection agency, and the State Franchise Tax Board. 42 The Administrative Analyst II should work with the Finance Department to develop and 87 deploy a full set of tools to collect bad debt including liens, a collection agency, and the State Franchise Tax Board. 43 The Integrated Waste Management Division should develop and use two performance 88 measures to evaluate its own effectiveness in bad debt collection: days sales outstanding and bad debt ratio. 44 The Administrative Analyst II should develop two performance measures to evaluate its 88 own effectiveness in bad debt collection: days sales outstanding and bad debt ratio including the calculation of these measures for fiscal year 2008-09 and future fiscal ears. 45 The Integrated Waste Division should continue to utilize the H.T.E. utility billing module 88 for residential and commercial refuse billing and collection. 46 The Integrated Waste Division should contract with SunGard to provide further training 88 to the Customer Services Section in the use and deployment of the H.T.E. utility billing module.The Administrative Analyst II should manage the training of the Customer Services Section staff in the use of this module. 147 The Integrated Waste Division should contract with SunGard to provide some limited 88 customization of the H.T.E. utility billing module(e.g., commercial roll-offs).The Administrative Analyst 11 should manage the customization of the H.T.E. utility billing module workin with the Water Department to assure compatibility. 48 The Administrative Analyst II should arrange the web demonstration of the H.T.E. utility 88 billing module by the City of Sunnyvale for the Customer Services Section. Matrix Consulting Group Page 10 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division # Recommendation Page# 49 A policies and procedures manual should be developed for the Customer Services 90 Section, Integra ed Waste Management Division. 50 The Administrative Analyst II should develop the policies and procedures manual for 90 the Customer Services Section. 51 The City should authorize a Performance Auditor position within the Office of the City 91 Manager, and the Integrated Waste Fund should fund this position, initially. Chapter 7-Analysis of Solid Waste Collection 52 The Integrated Waste Division should balance the residential trash, recycling, and 92 green waste routes in fiscal year 2010-11 using RouteSmart software.This balancing should occur at the macro and micro-level. 53 The Integrated Waste Operations Manager,the Administrative Analyst Il, the Integrated 92 Waste Operations Supervisors, and three to five Integrated Waste Operators should artici ate as a team in completing the balancing of the routes. 54 The Integrated Waste Division should obtain training by RouteSmart in the use of the 92 software. After the training, the Division should utilize the RouteSmart Production Lab to provide initial assistance in the application and use of the software. 55 The Integrated Waste Management Division should balance the commercial front 101 loader routes using much the same approach recommended earlier for the residential routes. 56 Additional routes should be established on Monday and Friday, and the twelfth route 101 should operate Monday through Friday as a full route. (While there is a route C-12, it does not appear to function every day of the week and does not appear to function as a full route when a twelfth route is utilized). A total of fourteen (14)routes would be required on Monday and thirteen 13 on Friday. 57 The Integrated Waste Management Division should continue to convert commercial 103 front loader routes to 1-person crews. 58 This conversion should be accomplished by the Operations Supervisor in consultation 103 with the O erators for these routes. 59 Each commercial front loader route should be audited. In situations where backing the 103 front loader truck could be dangerous or the bin is located down an incline, the Operations Supervisor should arrange for the two(2) Equipment Service Workers to pull the bin out for easier collection by the front loader, and place the bin back after the trash has been collected. 60 All of the commercial front loaders acquired by the City should be low cab forward 103 LCF chassis. 61 The City should utilize the conversion to 1-person front loader routes to benefit the 103 commercial customers served by the City by reducing commercial trash collection rates or providing additional services such as expanded recycling at no additional cost to the commercial customers. 62 Integrated Waste Operation Supervisors and the Operators should be held accountable 106 for complying with the legal weight limits of the collection vehicles. 63 The development of specifications for collection trucks by the Fleet Services Division 106 should include the participation of representative Operators and Supervisors from the Inte rated Waste Division. 64 The Integrated Waste Management Division should utilize a more efficient methodology 108 for collection of roll-off containers. bring an empty container to the first container site, leave that empty container at that site, take the full container to the landfill and dump the waste from the container,and then take that empty container to the second site. 65 The Integrated Waste Management Division should balance their commercial roll-off 108 routes. 66 The Integrated Waste Division should increase the increase the size of the commercial 108 roll-off routes to not less than 8 roll-off containers per day. Matrix Consulting Group page 1 f CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division # Recommendation Pa e# 67 The Integrated Waste Management Division should prepare a five-year replacement 110 Ian for its fleet of solid waste collection vehicles. 68 The Administrative Analyst II should prepare the five-year replacement plan for the 110 Integrated Waste Management Division. 69 In fiscal year 2010-11,the Integrated Waste Division should replace not less than three 110 (3)commercial front loader trucks,four(4)automated side loader trucks, and one (1) commercial roll-off trucks. Lease-purchase financing should be used for the re lacement of this equipment. 70 The City should modify the classification for Senior Integrated Waste Operator and 112 Integrated Waste Operator. It should consolidate these two classifications, and require a valid California Class B Driver's license at hire. 71 Existing incumbents of the Integrated Waste Operator should be exempt from this 112 reauirement, but still able to"flex" up to Senior Integrated Waste Operator- 72 The Fleet Services Division should establish a"line"of Equipment Mechanic I I It's that 114 are largely allocated to the maintenance and repair of automated side loaders, commercial front loaders,and commercial roll-off trucks 73 This line should include approximately four 4 to five 5 Equipment Mechanic II's. 114 74 One of these four(4)to five(5) Equipment Mechanic II positions should be classified as 114 a Lead Equipment Mechanic with a higher level of compensation that Equipment Mechanic II. 75 These four(4)Equipment Mechanic and Lead Equipment Mechanic positions should 114 be assi ned to the swing shift. 76 The Fleet Services Division should provide the mobile mechanic with his I her own 115 portable radio, a dedicated channel, and advertise that availability to the Operators of the Integrated Waste Management Division (as well as other customers in other organizational units of the City with a consistent need to access to the mobile mechanic)- 77 The Fleet Services Manager should develop a plan for addressing the problem with 116 solid waste collection equipment downtime for the review and consideration of the Public Services Director. 78 The Fleet Services Division should develop and adopt service level agreements with 118 the Integrated Waste Management Division. 79 The Fleet Services Division should develop performance measures and report on a 119 monthly basis their accomplishment to the Integrated Waste Management Division. 80 The Fleet Services Manager should coordinate delivery times with the LNG fuel 121 delivery company so that deliveries occur later in the workday(e.g., after 4 p.m.). 81 The City should add a second LNG fueling station at the corporation yard. 121 82 The City should construct an overhead canopy for the LNG fueling station 121 83 The drop-off points for roll-off containers for street sweeping waste should be fixed for 121 each series of street sweeping districts. 84 The Street Maintenance Division and the Integrated Waste Management Division 121 should develop an agreement on the number of containers to be dropped-off for each series of street sweeping districts. 85 The roll-off containers for street sweeping material should be collected no later than 121 1:30 .m. 86 The Street Maintenance Division and the Integrated Waste Management Division 121 should develop a written agreement regarding the services to be provided by the Integrated Waste Management Division and the roles and responsibilities of the Street Maintenance Division and the Integrated Waste Management Division. Chapter 8-Analysis of Recycling 87 The salary range of the Environmental Project Specialist classification should be 124 increased from $3,105 -$3,774 to$4,188-$5,091 Matrix Consulting Group Page 12 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division # Recommendation Page# 88 The Integrated Waste Division should establish a single stream recycling program for 126 multi-family corn lexes. 89 Residents of smaller multi-unit buildings with two(2)to four(4)units should be offered 126 the same type of recycling containers as the single-family residential recycling ro ram. 90 The recycling program for residents of buildings with five(5)or more units should be 126 initiated by working with the managers of the largest buildings and work down to the smaller buildings.This should include recycling education classes for the property managers, preparing and distributing public education materials,distribution of public education materials and personal recycling bins for tenant use, and adjusting solid waste and rec cling service levels as needed. 91 The City should phase-in mandatory participation for multi-family customers in 2012 to 126 recede the Colton sanitary landfill closure in 2014. 92 The City should require recycling/waste prevention plans and/or conditions for multi- 126 tenant projects, in the building permit process. 93 The Integrated Waste Management Division should mandate construction and 129 demolition debris recycling for projects over a certain size through a construction and demolition debris ordinance.This ordinance should require 100% diversion of all portland cement concrete and asphalt concrete, and an average of at least 50%of all remaining construction and demolition debris from construction, demolition, and renovation projects. 94 The Integrated Waste Division should develop a Green Building Program designed to t29 reach architects, designers, engineers, builders, and contractors. It should educate them on construction and demolition debris recycling and reuse and the use Of resource efficient building materials and techniques. 95 The Integrated Waste Division, should include develop for the consideration of the City 129 Council, a civic green building ordinance, Residential Green Building Guidelines(for New Home Construction, Home Remodeling and Multifamily)as a city Reference Document for private residential construction projects, and LEED as a city Reference Document for pivate commercial projects. 96 The Recycling Section should establish a business recycling assistance program. 131 97 The City should adopt requirements for institutions and/or businesses of a certain size 131 to develop and implement recycling plans for city adoption and implementation). 98 The City should phase-in mandatory commercial recycling beginning in 2011. 131 99 The City should develop and deploy a commercial organics waste collection program. 131 100 The Recycling Section should develop and deploy multiple public education and 133 information efforts that includes residents, homeowner associations,the chamber of commerce, and business associations. To enhance the effectiveness of these public education and information efforts, the Section should tailor education materials to target specific audiences, such as businesses and manufacturers, builders and designers, professional landscapers, and schools. 101 The City should adopt an objective of no more than 10% contamination of recycled 135 waste. 102 The Recycling Section should develop a media and marketing program targeted at 135 reducing contamination of recycled waste. 103 The Recycling Section should develop and deploy an enforcement program for 135 contamination of recycled waste including the issuance of citations and fines. 104 The Integrated Waste Field Inspector should be focused on the reduction of the 135 contamination of recycled waste through inspection of recycle containers, the issuance of warning notices, and the u=issuance of citations. 105 The Recycle Section should provide training to recycling collection crews regarding 135 how to detect contamination,what levels of contamination are and are not acceptable, and the process for issuance of warning notices. Matrix Consulting Group Page 13 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division # Recommendation Page# 106 The City should renegotiate the contract with the Materials Recycling Facility 138 contractor. The contamination rate in the contract should reflect actual rates based u on sam les of the waste stream, and not 40%. Chapter 9-Analysis of Administration 107 The Senior Office Assistant should report to the Integrated Waste Division Operations 139 Manager. 108 The number of residential routes should be educed to reduce the span of control for the 139 residential supervisors to twelve routes each by balancing of the residential routes and increasing their route size. 109 The responsibility for supervising street sweeping should be transferred to the 139 Integrated Waste Division.The commercial roll-off supervisor should supervise the street sweeping ro ram working through the Lead Motor Sweeper Operator. 110 The Right-of-Way Maintenance staff should report to the Integrated Waste Operations 139 Mana er. 111 The Integrated Waste Field Inspector should report to the Integrated Waste Operations 139 Manager. 112 The Integrated Waste Management Division should develop a clearly written,five-year 142 minimum, Strategic Plan. 113 The Administrative Analyst II should be responsible for facilitating the development and 142 irr lementation of the Division's strategic plan. 114 The Integrated Waste Management should develop goals,objectives, and performance 144 measures 115 The Administrative Analyst 11 should be assigned responsibility for providing training 144 and technical assistance to the Integrated Waste Management Division's managers and supervisors in the development of goals, objectives, and performance measures. 116 The Administrative Analyst II should be assigned responsibility for providing the 144 necessary training,and technical assistance required for collecting and reporting performance measurement data. 117 The Integrated Waste Management Division should develop an equipment operator- 146 training program for the proper and safe use of solid waste collection equipment. Participation by O erators should be mandatory. 118 The Integrated Waste Management Division should clearly document its policies and 148 procedures. 119 The Integrated Waste Management Division should establish a policies and procedures 148 committee, consisting of five to seven staff,that includes a representation of staff at all levels in the Division. 120 The Administrative Analyst 11 should be assigned responsibility for development of the 148 policies and procedures manual working with the committee. 121 The Integrated Waste Management Division should develop a training plan for its 149 employees based upon a needs assessment. 122 The Integrated Waste Management Division should develop a career development 151 ro ram for its em to ees 123 The Public Services Department should contract for a nexus study to enable the City to 152 char e a construction street impact fee. 124 The City should adopt a construction road impact fee. 152 125 The City should not immediate) "sell"its solid waste collection franchise. 154 126 The management of the Integrated Waste Division should address the productivity 154 problems within the Division that limit the ability of the Division to provide higher levels of support to the General Fund without negatively impacting the Integrated Waste Division's ability to provide responsive services. 127 If the productivity problems within the Integrated Waste Division prove intractable, the 154 Ci should"sell"or outsource its solid waste collection franchise. Matrix Consulting Group Page 14 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division # Recommendation Page# 128 The Refuse Fund should increase the "franchise fee"that it pays to the General Fund 158 to 15% of gross revenues. 130 The Refuse Fund should reimburse the General Fund for the extent of under recovered 158 support costs with an additional payment of $1.2 million annually for a period of five- years. At that point in time, the "loan" by the General Fund to the Refuse Fund should be considered as having been repaid. Matrix Consulting Group Page 15 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division 2. PROFILE This chapter presents background information regarding the Integrated Waste Management Division. The chapter includes the following: • Organizational structure of the Integrated Waste Management Division; • Workload and staffing trends for the Integrated Waste Management Division where available; and • The role and responsibilities of staff within the Integrated Waste management Division. The chapter opens with background information regarding the City. 1. THE CITY OF SAN BERNARDINO HAS AN ESTIMATED POPULATION OF 204,483 AND IS THE MOST POPULOUS CITY IN SAN BERNARDINO COUNTY. The estimated population of the City of San Bernardino as of January 1, 2009, was 204,483.' (The data for 2010 is not yet available). The population of the City grew by almost 25% since 1990 or at rate of about 1.3% per year between 1990 and 2009. The table below presents the population growth of the City since 1990 in comparison to the total population of the County. Jurisdiction 1990 2000 2009 San Bernardino 164,164 185,382 204,483 County Total 1,418,380 1,710,139 2,060,950 The following points highlight the data contained in the table above: • The County of 2.0 million people has grown by 45.3% since 1990. San Bernardino, in the same time period, has grown by 24.6%. • San Bernardino is the most populous city in San Bernardino County with 9.9% of the County's total population. • San Bernardino is the 19th largest city in the State in terms of population. California Department of Finance, Demographic Research Unit Matrix Consulting Group Page 16 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division The Southern California Association of Governments, in their 2008 population forecast, predicts continued population growth for San Bernardino, but at a slower rate than in the recent past. By 2035, San Bernardino is expected to have a population of 265,515 or 29.8% more than the existing 2010 population.2 The population projections for 2010 have already been affected by the recession; it appears as if the projections for 2010 will be approximately 3% higher than will likely occur. The projection by the Southern California Association of Governments also indicates that Ontario will grow at a faster pace than San Bernardino and surpass San Bernardino in population by 2020. 2. THE CITY'S GENERAL FLAN CONTAINS A NUMBER OF GOALS AND POLICIES FOR SOLID WASTE COLLECTION The City adopted a general plan on November 1, 2005. The general plan included a chapter regarding public utilities. That chapter contains a number of comments regarding solid waste collection in the City as noted below. Solid waste collection within much of the City and a portion of the unincorporated planning area is provided by the City's Department of Public Services. Solid waste collection in the remainder of the planning area is provided by private haulers through franchise agreements with the County. Solid waste collected in the planning area is disposed of at landfills in Colton and Fontana owned and operated by the County of San Bernardino. When the Colton and Mid Valley Landfill eventually close, solid waste generated in the City will be transported to the San Timoteo Landfill also owned and operated by the County of San Bernardino. The Mid-Valley Landfill is projected to have approximately 40 years of capacity left. Regional planning for solid waste issues is conducted by the San Bernardino County Solid Waste Advisory Committee governed by the County Solid Waste Management Plan. The City has a representative serving on the Solid Waste Advisory Committee. Any future solid waste facilities, such as transfer stations and/or landfills, must be incorporated in the County Solid Waste Management Plan. 2 Southern California Association of Governments, 2008 Regional Transportation Plan Growth Forecast Report, 2008. Matrix Consulting Group Page 17 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division As landfills reach their capacities and new landfill sites become increasingly difficult to establish, the need to reduce solid waste generation is critical. State law currently requires that local jurisdictions divert at least 50% of their solid waste from landfills through conservation, recycling, and composting. Like all California communities, the City of San Bernardino is required to comply with State regulations. The challenge for San Bernardino, as well as communities throughout the state, is to continue to find diversion, recycling, and reuse strategies instead of relying on sanitary landfills as the primary method of managing solid waste. As the region grows, it becomes more difficult to site or expand landfills due to the unpopularity of these types of facilities. The goal for solid waste collection, as noted in the general plan, was to "provide an adequate and orderly system for the collection and disposal of solid waste to meet the demands of new and existing developments in the City." The policies contained in the general plan that support that goal are presented below. • Install and maintain public trash receptacles along incorporated City streets in commercial areas and along major arterials. • Provide regular street sweeping. • Continue to reduce the amount of solid waste that must be disposed of in area landfills, to conserve energy resources, and be consistent with the County Solid Waste Management Plan and State law. • Continue to support implementation of regional recycling programs through participation in the County Solid Waste Advisory Committee, the County Solid Waste Management Plan, and appropriate State programs. • Develop and participate in local recycling programs. • Develop and implement a program of public education regarding the benefits of recycling. Matrix Consulting Group Page 18 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division 3. THE INTEGRATED SOLID WASTE MANAGEMENT DIVISION IS AUTHORIZED 109.1 POSITIONS AND AN OPERATING BUDGET OF $26.7 MILLION IN FISCAL YEAR 2009-10. The plan of organization for the Integrated Waste Management Division is presented in the following page. Important points to note regarding the plan of organization are presented below. • While the Division is authorized 109.1 positions, not all of these positions are located within the Division. A number of positions, while budgeted in the Division and funded by the Refuse Fund, are located in other divisions within the Public Services Department. This includes those positions noted in the table below. Public Services Administration 2009-10 Adopted FTE Public Services Director 0.50 Executive Assistant to the Director 0.50 Departmental Accounting Technician 0.60 Administrative Analyst 2 0.50 Sub-Total 2.10 Street Sweeping Lead Motor Sweeper Operator 1.00 Motor Sweeper Operator 4.00 Sub-Total 5.00 Right-of-Way Lead Maintenance Worker 2.00 Maintenance Worker I (Flex) 2.00 Maintenance Supervisor 1.00 Maintenance Worker II 3.00 Sub-Total 8.00 TOTAL 15.10 As the table indicates, a total of 15.1 positions (or 13.8% of the positions authorized for the Integrated Waste Management Division) are actually allocated to other divisions in the Public Services Department. The Refuse fund only provides the funding for these positions. • A total of 4 positions are authorized for Integrated Waste Management Division Administration. These positions include the division manager and the clerical and secretarial support for the Division. • A total of 8 positions are authorized for the Division Call Center / Customer Services. These positions include a supervisor, 2 Lead Representatives, and 5 Representatives. • A total of 3 positions are authorized for Recycling. This includes the manager and 2 specialists. Matrix Consulting Group Page 19 2 k k « wi c 2 CL Fill � ${~ `! V Fill n-il \ 2ta 3 � t! ! z k \ Aso ! § \ \ \ co U-E \I%® ! / � � CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division • A total of 79 positions are allocated to Solid Waste Collection. This includes the manager, the 4 supervisors, 71 operators, the inspector, and the 2 equipment service workers. The exhibit following this page presents the allocation of authorized positions for the division. Over the past three fiscal years (FY 2007-08 through FY 2009-10), the number of authorized positions within the Division has increased from 101.75 to 109.10. This increase is the result of the transfer of 8.0 positions allocated to Right-of-Way to the Division, the increase of allocation of Public Services Administration staff to the Division, and the elimination of a Fleet Operations Coordinator position. Over the past five years (FY 205-06 Actual to FY Budgeted 2009-10), the revenues generated by the Division have increased by 12% (see table below). Description 2005-06 2006-07 2007-08 2008-09 2009-10 Interest on Idle Cash $31,261 $70,821 $58,284 $15,000 $15,000 Commercial Rubbish $86,152 $77,617 $72,425 $63,700 $70,000 Commercial Bin Rent $130,448 $100,884 $93,581 $30,000 $50,000 Commercial Bin Service $9,241,858 $9,626,224 $9,803,805 $10,263,700 $10,800,000 Commercial Special $1,124,666 $1,460,411 $1,607,712 $918,400 $925,000 Residential Water Billed $8,622,065 $8,865,093 $8,856,698 $9,365,000 $9,500,000 Residential"B"Accounts $1,087,208 $1,144,970 $1,155,599 $1,236,900 $1,320,000 Dino Bin Service $2,437,484 $2,555,032 $2,531,429 $2,875,200 $3,000,000 Commercial Penalties $18,764 $20,788 $21,410 $20,000 $20,000 Residential penalties $2,431 $1,999 $2,056 $2,000 $2,000 Recycling Receipts $- $174,459 $185,524 $222,600 $225,000 Miscellaneous Other Revenue $997,361 $236,471 $737,752 $700,000 $700,000 Sale Salvage Matter $14,423 $7,981 $82,370 $30,000 $30,000 TOTAL $23,794,121 $24,342,750 $25,208,645 $25,742,500 $26,657,000 Five sources of revenue comprise 95% of the total revenue generated by the Division: commercial bin service, commercial special, residential water billed (residential solid waste collection billed on the water bill), residential "B" accounts, and Dino bin service. Matrix Consulting Group Page 21 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Exhibit 2 Authorized Staffing for the Integrated Waste Management Division Public Services Administration 2009-10 Adopted FTE Public Services Director 0.50 Executive Assistant to the Director 0.50 Departmental Accounting Technician 0.60 Administrative Analyst 2 0.50 Sub-Total 2.10 Integrated Waste Administration Integrated Waste Management Division Manager 1.00 Executive Assistant 1.00 Departmental Accounting Technician 1.00 Senior Office Assistant 1.00 Sub-Total 4.00 Call Center Integrated Waste Customer Service Supervisor 1.00 Lead Integrated Waste Customer Service Representative 2.00 Integrated Waste Customer Service Representative 5.00 Sub-Total 8.00 Solid Waste Collection Integrated Waste Operation Manager 1.00 Integrated Waste Operation Supervisor 4.00 Senior Integrated Waste Operator 55.00 Integrated Waste Operator(Flex) 16.00 Integrated Waste Field Inspector 1.00 Equipment Services Worker 2.00 Sub-Total 79.00 Recycling Environmental Projects Manager 1.00 Environmental Projects Specialist 2.00 Sub-Total 3.00 Street Sweeping Lead Motor Sweeper Operator 1.00 Motor Sweeper Operator 4.00 Sub-Total 5.00 Right-of-Way Lead Maintenance Worker 2.00 Maintenance Worker I (Flex) 2.00 Maintenance Supervisor 1.00 Maintenance Worker 11 3.00 Sub-Total 8.00 TOTAL 109.10 Matrix Consulting Group Page 22 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division The table below presents the actual expenditures for FY 2006-07 and 2007-08, estimated expenditures for 2008-09, and budget for the Division for fiscal year 2009-10. Category 2006-07 2007-08 2008-09 2009-10 Personal Services $5,639,093 $5,911,090 $6,116,920 $6,744,600 Materials/Operation _ $7,695,658 $7,495,651 $7,330,532 $7,907,200 Contract Service $1,169,362 $1,197,410 $826,225 $1,031,000 Internal Service $5,327,893 $7,092,678 $6,018,200 $5,679,200 Capital Outlay__ $166,228 $114,315 $130,131 $114,600 Debt Service $1,533,552 $1,134,955 $1,858,967 $2,726,800 Grants/Credits $- $- $- $ 30,000 TOTAL $21,531,786 $22,946,099 $22,280,975 $24,173,400 Important points to note regarding the trends in expenditures / budget for the Division are presented below. • The costs of Personal services have increased by 19.6% since 2006-07; • The costs of Materials i Operation have increased by 2.7% since 2006-07; • The costs of Contract services have decreased by 11.8% since 2006-07; • The costs of Internal Services have increased by 6.6% since 2006-07; and • The costs of debt service have increased by 77.8% since 2006-07. The most significant category of cost in materials / operations consisted of dump /waste fees ($6,964,200 or 88% of the materials / operations budget in 2009 / 10). The most significant categories of costs in internal service consist of liability ($1,251,100), and Garage / Fuel charges ($3,826,700): these two categories of costs comprise 89% of the internal services budget for the 2009 / 10 budget. The Refuse Fund is transferring $2,712,300 to the general fund in 2009-10. This transfer consists of the following categories: Category of Transfer In 2009-10 Budget Administration/Accounting $1,910,500 Grant Wdtin /Communications $30,000 Street Repair $50,000 Lease City Yards $600,000 Matrix Consulting Group Page 23 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Category of Transfer In 2009-10 Budget Lease City Hall $55,200 NPDES Coordinator Position $66,600 TOTAL $2,712,300 The estimated fund balance for the Refuse Fund at the beginning of fiscal year 2009-10 was $940,200 and was estimated at $776,300 at the completion of the fiscal year. The estimated year-end fund balance amounts to 3.2% of fiscal year 2009-10 expenditures. 4. THE INTEGRATED WASTE MANAGEMENT DIVISION OPERATES EIGHT RESIDENTIAL RECYCLING ROUTES, EIGHT RESIDENTIAL GREEN WASTE ROUTES, AND TWELVE RESIDENTIAL TRASH COLLECTION ROUTES. The Integrated Waste Management Division uses automated side loader trucks for the collection of trash, recycling, and green waste. The Division uses 1-person crews for the collection of this waste. To assess workload for residential solid waste collection, the Matrix Consulting Group sampled 2 weeks in July 2009 and two weeks in October 2009. Important points to note regarding residential solid waste collection work practices and workload are noted below. • The residential collection operators work a 4 / 10 schedule Monday through Friday. The shift begins at 6:00 a.m. There are twelve (12) trash routes. The median daily number of containers collected for this four-week sample for each route is presented in the exhibit following this page. The median daily number of containers collected for this four- week sample for each route is presented in the exhibit following this page. As the exhibit notes, the median number of containers collected on different routes for this four-week sample ranged from a low of 439 containers to a high of 894 containers. Excluding route T-11, however, the median number of containers ranged from 727 containers to 894 containers, a range of 23%. Matrix Consulting Group Page 24 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Exhibit 3 Daily Number of Residential Containers Collected By Route For a Four-Week Sample 1. Trash Routes — Median Daily Number of Containers Collected By Route Route Number T-1 T-2 T-3 T 4 T-5 T-6 T-7 T-8 T-9 T-10 T-11 T-12 Median 819 798 735 833 790 894 1 765 860 727 792 439 772 Number of Containers 2. Recycling Routes — Median Daily Number of Containers Collected By Route Route Number R-1 R-2 R-3 R4 R-5 R-6 R-7 R-8 Median 602 937 713 775 589 765 770 945 Number of Containers 3. Green Waste Routes — Median Daily Number of Containers Collected By Route Route Number G-1 G-2 G-3 G-4 G-5 G-6 G-7 G-8 Median 779 606 699 747 559 741 608 384 Number of Containers Matrix Consulting Group Page 25 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division • There are eight (8) recycling routes. Not each of the recycling routes are collected each day; route 5, for example, during a four week sample in July and October 2009, was collected only 37% of the collection days. The median daily number of containers collected for this four-week sample for each route is presented in the exhibit preceding this page. As the exhibit notes, the median number of containers collected on a daily basis ranged from a low of 602 containers to a high of 945 containers. • There are eight (8) green waste routes. The median daily number of containers collected for this four-week sample for each route is presented in the exhibit preceding this page. As the exhibit notes, the median number of containers collected on a daily basis ranged from a low of 384 containers to a high of 779 containers. • The schedule for collection of residential refuse is depicted in the chart below. This schedule "mirrors" the schedule for street sweeping. j �Ji a8 t Residential Servic a Days Monday fo Waterman Avenue \ � North of 30 Freeway` v East of 215 Freewey \ \ \6 yA, 0 kin g Tuesday West of Waterman Avenue South of 30 Freeway - 11 North of Baseline Street ...w..Jl,ava i Wednesday West ofWaterman 1 South of Baselne Street ` l Thursday l " � East of Waterman Avenue J ag fnday 1 No Service wept during weeks vdth an observed Holiday Collect Syc.S V*KkWWa7 f_ sr 5. THE INTEGRATED WASTE MANAGEMENT DIVISION OPERATES TWELVE COMMERCIAL FRONT LOADER ROUTES DURING WEEKDAYS AND TWO ON WEEKENDS. The Integrated Waste Management Division uses front loader trucks for the collection of commercial trash and recycling. The Division uses 2-person crews for the Matrix Consulting Group Page 26 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division collection of this commercial waste with the exception of routes C-3 and C-4, which are frequently operated with 1-person crews. To assess workload for commercial solid waste collection, the Matrix Consulting Group sampled 2 weeks in July 2009 and two weeks in October 2009. Important points to note regarding commercial front-end loader solid waste collection work practices and workload are noted below. • The commercial front loader collection operators work a 5 18 schedule. The shift begins at 6:00 a.m. • Commercial front loader collection services are provided Monday through Saturday. Two (2) commercial collection routes are operated on Saturday. Eleven (11) commercial routes are operated Monday through Friday. • 2-person crews are utilized for commercial front loader refuse collection with some exceptions. Based upon a five-week sample in June and July 2009, route C-4 uses a 1-person crew for 92% of the collection days Monday through Friday, route C-3 uses a 1-person crew for 68% of the collection days Monday through Friday, and route C-2 uses a 1-person crew for 24% of the collection days Monday through Friday. • One of the twelve commercial front loader collection routes is a recycling route. Route C-15 is a recycling route. All of the other routes are trash routes. • The median number of containers collected varies for each commercial front loader collection route. The median daily number of containers collected for this four-week sample for each route is presented in the exhibit following this page. As the exhibit notes, the median number of containers collected on different trash routes for this four-week sample ranged from a low of 108 containers to a high of 145 containers, a range of 34%. Matrix Consulting Group Page 27 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Exhibit 4 (1) Daily Number of Commercial Containers Collected By Route For a Four-Week Sample 1. Median Number of Commercial Front-End Loader Containers Collected By Day of Week Monday Tuesday Wednesday Thursday Friday SaturdayT Median C-1 160 138 152 138 154 - 145 C-2 140 105 130 130 130 - 130 C-3 165 123 138 114 139 - 131 C-4 136 139 130 134 116 - 132 C-5 130 125 125 120 128 - 125 C-6 130 125 133 118 140 127 C-7 143 130 129 114 137 - 129 C-8 153 124 110 122 133 - 123 C-9 115 123 119 120 130 - 120 C-10 140 123 128 118 145 - 125 C-11 139 103 119 104 112 - 108 C-12 44 28 - - - - C-13 - - 91 C-14 - - - 95 - C-15 108 80 58 88 99 - 84 TOTAL 1,700 1,436 1,496 1 1,417 1,561 185 2. Commercial Roll-Off Drop Box Containers Collected Total Number of Containers Collected Per Day of Week For the Four Sample Weeks October 26 October 19 July 6 July 13 Monday 31 34 27 24 Tuesday 31 37 20 34 Wednesday 33 42 41 0 Thursday 36 31 33 37 Friday 43 42 38 42 Matrix Consulting Group Page 28 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Exhibit 4 (2) Total Number of Routes October 26 October 19 July 6 July 13 Monday 7 6 5 5 Tuesday 7 7 4 7 Wednesday 7 6 7 0 Thursday 8 7 6 7 Friday 8 9 7 7 Average Number of Containers Per Route October 26 October 19 July 6 July 13 Monday 4.43 5.67 5.40 4.80 Tuesday 4.43 5.29 5.00 4.86 Wednesday 4.71 7.00 5.86 0.00 Thursday 4.50 4.43 5.50 5.29 Friday 5.38 4.67 5.43 6.00 Matrix Consulting Group Page 29 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division 5. THE INTEGRATED WASTE MANAGEMENT DIVISION OPERATES SEVEN COMMERCIAL ROLL-OFF DROP BOX ROUTES DURING WEEKDAYS. The Integrated Waste Management Division also uses roll-off drop box trucks for the collection of commercial trash. The Division uses 1-person crews for the collection of this commercial waste. To assess workload for commercial roll-off drop box solid waste collection, the Matrix Consulting Group sampled 2 weeks in July 2009 and two weeks in October 2009. Important points to note regarding commercial roll-off drop box solid waste collection work practices and workload are noted below. • The commercial roll-off drop box collection operators work a 5 / 8 schedule. The shift begins at 6:00 a.m. • Commercial roll-off drop box collection services are provided Monday through Friday. These services are not provided on Saturday. • The average number of containers collected varies for each commercial roll-off drop box collection route. The average daily number of containers collected for this four-week sample for each route is presented in the exhibit preceding this page. As the exhibit notes, the average number of containers collected on different trash routes for this four-week sample ranged from a low of 4.4 containers per route to a high of 7 containers per route, a range of 58%. Overall, the average number of containers collected per route ranges from 5 to 6 Monday through Friday. Matrix Consulting Group Page 30 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division 3. EVALUATION OF THE IMPLEMENTATION OF THE R3 CONSULTING GROUP REPORTS The R3 Consulting Group completed two management studies of the Integrated Waste Management Division. One of these two studies was completed in August 2005 and encompassed a Collection Operations Review. The second study, completed in May 2008, encompassed the development of a Business Plan for the Integrated Waste Management Division. This chapter presents an analysis of the implementation of the recommendations in these two management studies by the Integrated Waste Management, Division. 1. THE INTEGRATED WASTE MANAGEMENT DIVISION HAS IMPLEMENTED FEW OF THE RECOMMENDATIONS CONTAINED IN THE rnLLErTInN OPERATIONS REVIEW. The R3 Consulting Group was retained in 2005 to conduct a "Collection Operations Review." The purpose of that management study was review the Division's collection operations and develop recommendations to improve those operations in the short-term and on a longer-term basis. The issues that existed in the Division at that time included: • High levels of overtime; • Unbalanced residential collection routes; • Inadequate availability of collection vehicles on a daily basis (vehicle availability); and • Inability to staff a sufficient number of daily collection routes on a consistent basis. As part of the management study, R3 Consulting Group met with management, reviewed operational information including productivity and vehicle availability data, Matrix Consulting Group Page 31 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division observed collection activities in the field, conducted residential route time and motion analysis, audited commercial accounts, and performed an analysis of current and projected residential solid waste collection productivity. R3 Consulting Group also reviewed the previous management study of the Division — "Rate and Efficiency Study" — completed in 1996, and noted that "there appears to have been limited progress effectively addressing concerns that ere noted in that study." The "Collection Operations Review" identified nine (9) recommendations. These nine (9) recommendations are presented in the table below. Cost Cost Implementation Recommendation Increase Decrease Status 1 The Division should immediately begin shifting $1,364,000 $1,250,000 Not loads away from Mid-Valley Landfill to the Inland implemented Transfer Station in Colton for solid waste on at least a short-term basis to relive some of the stress on the currents stem. 2 The Division should immediately fill any open $442,000 $- Partially vacancies for management staff, supervisors, Implemented and route drivers; the Division consider staffing the Assistant Manager position(s)to support the changes that are needed to improve the Division's operations, hiring a recycling coordinator,two additional route supervisors,and one additional customer service representative. 3 The Division should work closely with Fleet $ $ Not Services to provide 80%or greater daily implemented availability;to the extent that Fleet Services simply is not able to complete repairs on a timely basis, the Division (City)should at least consider I contracting out certain maintenance requirements on at least a short-term basis unless or until a reasonable availability can be assured. 4 The Division needs to take immediate steps to $125,000 $- Not staff additional residential routes to service the implemented current workload. 5 The Division should adopt productivity standards $- $ Not for both residential and commercial collection implemented operations 6 The Division should re-route the residential $250,000 $ Not collection system. This should include implemented transitioning to a 5-day, 8-hour per day collection schedule, and, if desired, implementing multiple commodity collection routes. Matrix Consulting Group Page 32 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Cost Cost Implementation Recommendation Increase Decrease Status 7 The Division should request that the City's $- $ Not Information Services department install implemented RouteSmart 9x and associated database system needs. 8 The Division should consider 1-person crews for $ $187,200 Partially commercial collection. Implemented 9—The Division should require that customer $- $- Partially service and collection operations(dispatch and Implemented drivers) fully implement and utilize the H.T.E. billinq system. TOTAL $2,181,000 $1,437,200 Altogether, the recommendations contained within the report would increase annual costs by $743,800. Of the nine (9) recommendations, six (6) have not been implemented. Some of the problems that generated these recommendations no longer exist. The problems with fleet availability have largely been resolved (as will be noted later in this report). Much of the "front-line" fleet assigned to the Division has been replaced in the past several years. This largely resolves recommendation #3. The problems with residential refuse collection — trash, recycling, and green waste — have largely been resolved. This largely resolves the need to implement recommendation #4. Other parts of the recommendations should not be recommended. Recommendation #6 — to transition to a 5-day, 8-hour per day collection schedule for residential refuse collection — should not be implemented. The Division should not implement multiple commodity collection routes as recommended in recommendation #6. This is not a standard practice in residential solid waste collection. The recommendation to consider staffing an Assistant Manager — part of recommendation #2 — should not be implemented. The recommendation to add two additional Route Supervisors - — part of recommendation #2 — should not be implemented. The Matrix Consulting Group Page 33 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division recommendation to add a Customer Service Representative - — part of recommendation #2 — should not be implemented. The recommendation for the Division to use the Inland Valley Transfer Station, and not the Mid-Valley Landfill in Rialto, should not be implemented (recommendation #1). The Mid-Valley Landfill is located 11.1 miles from City Hall. The San Timoteo landfill in Redlands is located 12.3 miles from City Hall. The Inland Regional Municipal Recycling Facility in Colton is 3.7 miles from City Hall. The use of the Inland Regional Municipal Recycling Facility would potentially reduce one- way travel time by 6 minutes to as much as 20 minutes in traffic (to the San Timoteo landfill in Redlands), but would have increased tipping costs by $1,364,000 annually (based on the R3 Consulting Group estimate). The estimate that solid waste collection personnel costs would be reduced by $1,250,000 annually is not substantiated in the report, and is not supported by the reduction of one-way travel time of 6 to 20 minutes. The Integrated Waste Management Division should implement other recommendations, however. Those recommendations are presented below. • Recommendation #5 - The Division should adopt productivity standards for both residential and commercial collection operations. The Matrix Consulting Group will recommend productivity standards later in this report. Recommendation #6 - The Division should re-route the residential collection system. This recommendation is part of recommendation #6. The residential collection routes — trash, recycling, and green waste — are significantly imbalanced. • Recommendation #7 - The Division should request that the City's Information Services department install RouteSmart 9x and associated database system needs. This is an important technological tool that will assist managers and supervisors in the Division to balance residential and commercial routes. However, there remains much work that must be accomplished before this software can be effectively utilized. This will be discussed later in this report. • Recommendation #8 - The Division should consider 1-person crews for commercial collection. The Division has begun to implement this Matrix Consulting Group Page 34 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division recommendation, at the initiative of the supervisor, and not management. This recommendation has been partially implemented. It is largely a prevalent practice in progressive cities as noted by the R3 Consulting Group. The Division should fully deploy 1-person crews for commercial front-end loader solid waste collection. This will require acquisition of low entry front-end loader trucks (three low entry front-end loader trucks are already in service). • Recommendation #9 - The Division should require that customer service and collection operations (dispatch and drivers) fully implement and utilize the H.T.E. billing system. Customer Services in the Division has not been able to implement the system. It requires a higher level of technology skills than available in Customer Services. Altogether, there are a number of relevant and worthwhile recommendations contained in the Collection Operations Review." The Integrated Waste Management Division Manager should develop a plan of implementation for the review and approval of the Public Services Director for recommendations #5, #6 (pertaining only to the rerouting of residential collection routes), #7, #8, and #9. Recommendation #1: The Integrated Waste Management Division Manager should develop a plan of implementation for the Collection Operations Review for the review and approval of the Public Services Director. Recommendation #2: The Integrated Waste Management Division Manager should include within the plan of implementation the recommendation, the manager or supervisor responsible for implementation of the recommendation, the priority of the recommendation, the time frame for start and finish of the implementation, and the costs associated with implementation. Recommendation #3: The Integrated Waste Management Division Manager should work with his / her management and supervisory team in the development of the plan of implementation. Recommendation #4: Some of the recommendations contained in the Collection Operations Review should not be implemented. This includes recommendation #6 — to transition to a 5-day, 8-hour per day collection schedule for residential refuse collection, recommendation #6 - to implement multiple commodity collection routes, recommendation #2 - to consider staffing an Assistant Manager, two additional Route Supervisors, and a Customer Service Representative, and recommendation #1 - to use the Inland Valley Transfer Station and not the Mid- Valley Landfill in Rialto. Matrix Consulting Group Page 35 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division 2. THE INTEGRATED WASTE MANAGEMENT DIVISION HAS IMPLEMENTED FEW OF THE RECOMMENDATIONS CONTAINED IN THE BUSINESS PLAN. The R3 Consulting Group was retained in 2008 to develop a Business Plan for the Division. The purpose of the Business Plan was to present a 5-year work plan to guide the Division in its efforts to deliver high quality services in a cost-effective manner and to successfully compete with comparable utilities, both public and private, in terms of efficiency, productivity, customer service and customer rates, and net financial impact on the City. The Business Plan identified ninety (90) recommendations. These ninety (90) recommendations are presented in the exhibit presented at the end of this c1lapter. Important points to note regarding these recommendations are presented below. • The recommendations would increase the Division's costs by $2,518,550. Two-thirds of these costs are one-time costs. These one-time costs include the following: — The City should conduct an analysis necessary to balance residential and commercial routes; — The FY 2008-09 budget should incorporate the cost to conduct a detailed cost of service study to establish accurate rates for each line-of-business starting in FY 2009-10; — The FY 2008-09 budget should incorporate the cost to begin a feasibility study for a Corporation Yard / MRF / Transfer Station (with an estimated capital outlay cost of$25 million); and — The FY 2008-09 budget should incorporate the cost to purchase and install an Integrated Customer Information System including residential and commercial account audits; software for account management, billing, routing, dispatching and reporting; collection vehicle on-board GPS route and account tracking. The other costs, amounting to $868,800 annually, would consist of ongoing operating costs associated with the addition of staff to the Division, and an expanded public outreach programs. The recommended additions of staff — recommended for FY 2008-09 — include ten (10) positions including 5 residential Matrix Consulting Group Page 36 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division drivers, 1 residential supervisor, 2 public education staff, 1 customer service representative, 1 residential dispatcher / customer service representative, eliminate 5 commercial drivers add 1 commercial supervisor, add 1 commercial regular public education staff, add 2 commercial regular account supervisors, and add 1 commercial dispatcher • The recommendations identify potential annual cost savings and annual revenue of $6,065,000. The most significant proportion of these revenues and cost savings were based upon an increase in the diversion of trash from landfills. These types of recommendations require a long-term sustained effort and presume an increase in recycling and a reduction in the total costs of tipping fees. The basis for the cost savings and revenues were not cited in the report. The cost savings were based upon an increase by 30% in the diversion rate for residential and commercial waste streams. The City, based upon data reported in 2006, has achieved a 54% diversion rate. An increase of 30% in that diversion rate would require the City to achieve a 70% diversion rate. Overall, the State average is 59%. Research does suggest that, when designed right, recycling programs are cost- comaetitive with trash collection and disposal. In fact studies have concluded that recycling costs less than traditional trash collection and disposal when communities achieve high levels of recycling. It does not suggest that recycling would offer substantive reductions in the costs; one cost — tipping fees — is largely replaced by the costs of recycling such as additional collection staff, additional collection vehicles, the costs of operating Materials Recycling Facilities, etc. Moreover, the savings cited by the R3 Consulting Group for increased recycling - $2,526,000 - would require that the City reduce the total tipping fee costs by 36%. • The recommendations covered a wide variety of topics. These topics include expenditure and revenue accounting, customer service, general operations, residential services, commercial services, temporary services, FY 2008-09 budgets and customer rates, and privatization / managed competition. • The recommendations were not prioritized. The report does present examples of implementation steps. These steps are laid out by year (i.e., year 1, year 2, year 3 through 5). • Approximately eleven (11) of the ninety (90) recommendations, or 12%, have been implemented, partially implemented, or are in progress. This includes the recommendations presented below. Require advance payment for temporary drop boxes via the Customer Service Representatives (no payment to drivers). (Implemented). Matrix Consulting Group Page 37 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division — All trucks that currently have "on-board scales" should be calibrated and operational. (In Progress). — All drivers should be trained in the operation of the "on-board scales." (In Progress). — Route residential routes to the closest disposal facility. (Implemented). — Drivers should be held accountable for overweight loads, missed collections, and driver caused damages. (Partially Implemented). — The Division should consider conducting a recycling characterization study to determine contamination levels and evaluate opportunities for improvement. (In Progress). — Include a complete bin inventory assessment as part of the route audit with procedures established to assure ongoing accuracy. (In Progress). — Minimize the number of 2-person commercial routes and reassign the "extra" drivers to residential collection (estimated reassignment of F to 6 drivers). (In Progress). — Hold drivers accountable for overweight loads, missed collection, and driver-caused damages. (Partially Implemented). — The FY 2008-09 budget should incorporate capital replacement for residential containers, residential collection vehicles, commercial containers, commercial collection vehicles, and street sweepers. (Partially Implemented). The City should not consider the privatization of the services delivered by the Division. (Implemented). • The Matrix Consulting Group recommends that some of the recommendations contained in the Business Plan should not be implemented. These include the recommendations presented below. Purchase an Integrated Customer Information System for the residential, commercial, and temporary services. Hire one (1) additional Customer Service representative to reduce the number of customers to Customer Service Representatives to a ratio of 1 6,000. Matrix Consulting Group Page 38 i CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division — Hire two (2) Commercial Account Supervisors that will be responsible for all commercial accounts. — Hire dispatchers (a.m. and p.m.) that receive and coordinate all Roll-Off and Commercial service request orders. — Re-balance residential routes based upon an 8-hour work day, 5 days of collection. — The FY 2008-09 budget should incorporate the cost to purchase and install an Integrated Customer Information System including residential and commercial account audits; software for account management, billing, routing, dispatching and reporting; collection vehicle on-board GPS route and account tracking. — The FY 2008-09 budget should incorporate the cost to begin a feasibility study for a Corporation Yard / MRF / Transfer Station. The FY 2008-09 budget should incorporate the cost to implement aggressive public outreach programs and enforcement. — The City should increase the number of authorized positions in the Integrated Waste Management Division by ten (10) positions including 5 residential drivers, 1 residential supervisor, 2 public education staff, 1 customer service representative, 1 residential dispatcher / customer service representative, eliminate 5 commercial drivers add 1 commercial supervisor, add 1 commercial regular public education staff, add 2 commercial regular account supervisors, and add 1 commercial dispatcher. — The recommendation to implement separate street sweeping charges on residential and commercial customers — included within recommendation #86 — could only be implemented with the approval of voters given the requirements of Proposition 218. As discussed later in this report, the Matrix Consulting Group does not recommend that the existing utility billing program — H.T.E. — be replaced. The City of Sunnyvale is successfully utilizing this program for its own refuse franchise. The Matrix Consulting Group does not recommend the addition of staff to the Division at this point in time. As will be discussed later in this report, there are opportunities to improve the efficiency of the Division and absorb additional workload. However, there are a number of relevant and worthwhile recommendations contained in the Business Plan. The Integrated Waste Management Division Manager Matrix Consulting Group Page 39 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division should develop a plan of implementation for the review and approval of the Public Services Director. Recommendation #5: The Integrated Waste Management Division Manager should develop a plan of implementation for the Business Plan for the review and approval of the Public Services Director. Recommendation #6: The Integrated Waste Management Division Manager should include within the plan of implementation the recommendation, the manager or supervisor responsible for implementation of the recommendation, the priority of the recommendation, the time frame for start and finish of the implementation, and the costs associated with implementation. Recommendation #7: The Integrated Waste Management Division Manager should work with his / her management and supervisory team in the development of the plan of implementation. Recommendation #8: Some of the recommendations contained in the Business Plan should not be implemented. This includes the recommendations to purchase an i ntegrated Customer I nformation System for the r0mmercial and temporary services, to increase the number of authorized positions within the Integrated Waste Management Division, to re-balance residential routes based upon an 8-hour work day, 5 days of collection, to begin a feasibility study for a Corporation Yard / MRF / Transfer Station, and to incorporate the cost within the budget to implement aggressive public outreach programs and enforcement. Matrix Consulting Group Page 40 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Exhibit 5 (1) Recommendations in the Business Plan Developed by the R3 Consulting Group Cost Cost Implementation Recommendation Increase Decrease Status Expenditure and Revenue Accounting 1 Establish all budgets on a line-of-business basis- $ $ Not residential, commercial, temporary services, street Implemented sweeping, and city services. 2 Account for all revenues and expenses on a line-of- $ $- Not business basis Implemented 3 Account for lease payments, capital purchases,and $- $- Not capital reserve amounts on separate line items by Implemented line-of-business 4 Record tip fees by function (disposal, green waste, $ $ Not recycling, C & D) Implemented 5 Establish a capital acquisition reserve account of $- $ Not 10%for planned future needs. Implemented 6 Establish an operating reserve account of 10%for $- $ Not unanticipated operating charges. Implemented 7 Adopt rate structures to generate revenue and cover $- $ Not expenses for each line-of-business. Implemented 8 Audit 100%of residential, commercial, and on-call $- $ In progress accounts to verify/identify service levels 9 Accept over-the-phone or on-line credit/debit card $ $ Not payments,and automatic payments. Implemented 10 Require advance payment for temporary drop boxes $ $ Implemented via the Customer Service Representatives (no payment to drivers) 11 Establish a debt collection procedure, including tax $ $ Not liens for delinquent accounts. Implemented Customer Service 12 Purchase an Integrated Customer Information $- Not System for the residential, commercial, and Implemented temporary services. 13 Establish separate Customer Service $ $ Not Representative teams to handle residential Implemented customers separately from Commercial and Temporary customers. 14 Hire one (1)additional Customer Service $- $ Not representative to reduce the number of customers Implemented to Customer Service Representatives to a ratio of 1 6,000. 15 Hire two(2)Commercial Account Supervisors that $- $ Not will be responsible for all commercial accounts. Implemented 16 Establish a procedure to formally track all calls and $- $ Not service requests. Implemented Matrix Consulting Group Page 41 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Exhibit 5 (2) Cost Cost Implementation Recommendation Increase Decrease Status 17 Hire dispatchers(a.m. and p.m.)that receive and $- $- Not coordinate all Roll-Off and Commercial service Implemented request orders. 18 Implement a ride-along program for Customer $- $- Not Service Representatives to observe on-route Implemented operations. 19 Introduce real-time GIS I GPS vehicle monitoring, $- $- Not interfaced with radio frequency identification in all Implemented new bins,containers, and carts. 20 Customer Service should reduce the extent of bad $- $164,000 Not debt to 2% Implemented General Operations 21 Establish best management target productivity $- $- Not metrics. Implemented 22 Establish diversion standards for residential $- $- Not recyclables, residential green waste, commercial Implemented recyclables, and construction and demolition debris. 23 Supervisors and drivers should review and monitor $- $- Not all current routes to determine maximum load points Implemented and eliminate vehicle overweights. 24 Current accurate sequenced route sheets and maps $- $- Not are needed, with all new stops verified. Implemented 25 All trucks that currently have "on-board scales" $- $- In progress should be calibrated and operational. 26 All drivers should be trained in the operation of the $- $- In progress "on-board scales." 27 Establish and enforce a formal overweight policy $- $- Not Implemented 28 All driver paper work, dump tickets, and Service $- $- Not Request Order's should be reviewed with the drivers Implemented at the end of the day by the assigned supervisor or driver. 29 Reconcile all driver tickets with tip fee tickets on a $- $- Not daily basis. Implemented 30 Unaccounted or lost tickets should be"recovered" $- $- Not the following day. Implemented 31 Overweight loads should be documented daily by $- $- Not the supervisor and driver to determine the cause Implemented and method of prevention. 32 Implement on-board scale house readers. $- $- Not Implemented Residential Services 33 Purchase and install GPS software and tracking $- $- Not devices for all residential collection vehicles. This Implemented should be tied directly to an Integrated Customer Information System. 34 Audit all residential accounts to verify account $- $- Not information,and reconcile to accurate route sheets. Implemented Matrix Consulting Group Page 42 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Exhibit 5 (3) Cost ffDecrease plementation Recommendation increase Status 35 Re-balance residential routes base upon an 8-hour $- Not work day, 5 days of collection and with established mplemented productivity requirements and evenly balances among garbage, recycling and green waste collection (650 to 800 accounts/route). 36 Provide route books and daily route logs to drivers $ $ Not to verify account data and any requested changes. Implemented 37 Reassign"extra"commercial drives to residential $- $ Not recycling and green waste routes. Implemented 38 Route residential routes to the closest disposal $- $- Implemented facilit . 39 Reassign residential supervisors to be responsible $ $ Not for geographic areas rather than lines of business. Implemented 40 Drivers should be held accountable for overweight $ $ Partially loads, missed collections, and driver caused Implemented damages. 41 Focus on reducing recyclables and green waste $- $ Not contamination through on-route"cart'checks, Implemented increased public education efforts, 'tagging" contaminated carts, and pulling recycling and green waste carts from habitual offenders. 42 The Division should consider conducting a $- $ In Progress recycling characterization study to determine contamination levels and evaluate opportunities for improvement. 43 The Division should consider renegotiating the $ $ Not current residential recycling processing agreement Implemented as contamination is reduced. 44 Increase outreach and education for recycling and $ $2,515,000 Not green waste programs, including social marketing Implemented techniques. 45 Provide continual training on collection techniques $ $- Not to reduce unintentional damage to carts. Implemented 46 Provide continual training on established $- $- Not procedures for issuing non-collection notices, Implemented Service request Orders, and completing their daily lo as. 47 Reduce vehicle spare rations to 15%. $- $250,000 Not Implemented Commercial Services 48 Purchase and install GPS software and tracking $- $ Not devices for all residential collection vehicles. Implemented 49 Enter all current customer information into the new $ $ Not software system (the Customer Information Implemented S stem). 50 Audit all commercial accounts to verify account $- $ In progress information, and reconcile with the customer account system. Matrix Consulting Group Page 43 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Exhibit 5 (4) Cost Cost Implementation Recommendation Increase Decrease Status 51 Include a complete bin inventory assessment as $- $- Partially In part of the route audit with procedures established Progress to assure ongoing accuracy 52 Conduct commercial waste audits for all $- $- Not commercial accounts, identifying recycling and Implemented organic rich accounts. Priority should be given to the 20% largest commercial accounts in the first year(UD to 500 total). 53 Establish "select'commercial recycling and organic $- $2,986,000 Not collection routes to accommodate high Implemented concentrations of recyclable and organic material. 54 Focus on reducing recyclables and green waste $- $- Not contamination through on-route"bin"checks, Implemented increased public education efforts, "tagging" contaminated bins, and pulling recycling bins from habitual offenders. 55 Coordinate drivers, supervisors, and transfer $- $- Not station personnel to work together to assure that Implemented selected routes maintain high levels of diversion. 56 Rebalance commercial routes with specific $- $- Not productivity standards established (i.e., each route Implemented should be managed as a"profit center"with 80 to 120 lifts per route). 57 Minimize the number of 2-person commercial $- $- Partially routes and reassign the"extra"drivers to Implemented residential collection (estimated reassignment of 5 to 6 drivers). 58 Drives should not collect overloaded bins or from $- $- Not locations that require the driver to leave the truck to Implemented clear a path to the bin or place items in the bin prior to collection. 59 All bin enclosures should be inspected to ensure $- $- Not access and safety. Implemented 60 Develop new bin enclosure standards to assure $- $- Not adequate collection space for recycling, organics, Implemented and refuse, and to assure that new and remodeled commercial developments provide adequate collection space. 61 Target"clean"recycling loads, aggressively target $- $- Not contaminated recyclables for non-collection and Implemented conduct waste audits to increase commercial rec clin . 62 Identify opportunities and arrange for commercial $- $- Not food composting. Implemented 63 Establish and enforce additional charges for $- $- Not rejected recycling loads. Implemented 64 Direct drivers not to collect contaminated $- $- Not commercial recycling bins. Implemented Matrix Consulting Group Page 44 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Exhibit 5 (5) Cost Cost Implementation Recommendation Increase Decrease Status 65 Hold drives accountable for overweight loads, $- $- Partially missed collection, and driver-caused damages. Im lemented 66 Retrain drivers to follow established procedures on $- $ Not issuing non-collection notices, Standing Work Implemented Orders, and completing their daily logs. 67 Reduce vehicle spare ratios to 10%. $- $75,000 Not ----Implemented Temporary Service 68 Purchase and install GPS software and tracking $- $- Not devices for all temporary collection vehicles(both Implemented roll-off and front loaders). 69 Require all customers requesting temporary $- $- Not services to the Customer Service Representatives Implemented to request service. 70 Restrict temporary services to construction and $ $ Not demolition materials, and clean-ups.Temporary Implemented services should not be provided for regular scheduled collection of garbage. 71 Base Temporary Services on a one (1)week service $ $ Not period. One (1)additional week"bin"rental can be Implemented requested at a set fee. All temporary drops must be pulled weekly, unless the customer requests a one time one (1)week extra bin rental. 72 Track all activity by drivers by Service Request $- $- Not Orders and account number on a daily driver activity Implemented to . 73 Enter all temporary services into the new software $ $ Not system. Implemented 74 Audit all permanent accounts and accounts serviced $- $ Not on the short-term (over seven days)and on call Implemented basis to verify account information, bins on-site, and indentify diversion opportunities. Permanent scheduled accounts should be allocated on a regular route basis, so that temporary services do not conflict with permanent collections. 75 Establish a procedure for monitoring compactor $- $ Not loads with high concentrations of recycling and Implemented organics material, including a transfer station floor sort procedure and accounting. 76 Work with local recycling facilities to receive $- $ Not additional material that current drivers or Implemented supervisors think are "contaminated"and must go to the landfill. 77 Require the Roll-Off supervisor and I or Commercial $- $75,000 Not Account Supervisor to review any loads dispatched Implemented as"recycling"loads that the driver feels are contaminated before the material is hauled to the landfill. Matrix Consulting Group Page 45 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Exhibit 5 (6) Cost Cost Implementation Recommendation Increase Decrease Status 78 Reduce spare vehicle ratios to 10%. $- $- Not Implemented FY 2008-09 Budgets and Customer rates 79 The FY 2008-09 budget should incorporate the $- Partially cost to purchase and install an Integrated $1,299,750 Implemented Customer Information System including residential and commercial account audits; software for account management, billing, routing, dispatching and reporting; collection vehicle on-board GPS route and account tracking. 80 The FY 2008-09 budget should incorporate capital $- $- Partially replacement for residential containers, residential Implemented collection vehicles, commercial containers, commercial collection vehicles, and street sweepers. 81 The FY 2008-09 budget should include a 5% $- $- Not capital reserve increasing to 10% by FY 2013-14. Implemented 82 The FY 2008--09 budget should include a 5% $- $- Not operating reserve increasing to 10% by FY 2013- Implemented 14. 83 The FY 2008-09 budget should incorporate the $150,000 $- Not cost to begin a feasibility study for a Corporation Implemented Yard/MRF/Transfer Station. 84 The FY 2008-09 budget should incorporate the $300,000 $- Not cost to implement aggressive public outreach Implemented programs and enforcement. 85 The FY 2008-09 budget should incorporate the $100,000 $- Not cost to conduct a detailed cost of service study to Implemented establish accurate rates for each line-of-business starting in FY 2009-10. 86 Customer rates should be revised to reflect $- $- Partially recommendations 78 through 84; discontinue bin/ Implemented box rental beyond one week; adopt"flat'tonnage limits of 2 tons for temporary bins; adopt"free" recycling for residential and commercial customers; reassign five"extra"commercial drivers to residential services; discount commercial green waste by 50%from standard garbage bin rates; charge full garbage rates for contaminated recycling or green waste loads; implement separate street sweeping charges on residential and commercial customers; and increase rates for residential, commercial and temporary service on an"across the board"basis for FY 2008-09. Matrix Consulting Group Page 46 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Exhibit 5 (7) Cost Cost Implementation Recommendation Increase Decrease Status 87 For FY 2009-10, adopt"pay as you throw"rates $ $ Not for residential and commercial customers to Implemented provide incentives for recycling, and transition to line-of-business rates. 88 The City should increase the number of $568,800 $- Not authorized positions in the Integrated Waste Implemented Management Division by ten (10)positions including 5 residential drivers, 1 residential supervisor, 2 public education staff, 1 customer service representative, 1 residential dispatcher/ customer service representative, eliminate 5 commercial drivers add 1 commercial supervisor, add 1 commercial regular public education staff, add 2 commercial regular account supervisors, and add 1 commercial dispatcher 89 The City should conduct an analysis necessary $100,000 $ Not to balance residential and commercial routes Implemented Privatization/Managed Competition 90 The City should not consider the privatization of $- $- Implemented the services delivered by the Division. TOTAL $2,518,550 $6,065,000 Matrix Consulting Group Page 47 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division 4. DIAGNOSTIC APPRAISAL OF THE INTEGRATED WASTE MANAGEMENT DIVISION This chapter presents an assessment of the current practices of the Integrated Waste Management Division in terms of strengths and opportunities for improvement. To make this assessment, the Matrix Consulting Group utilized a set of performance measures or "best management practices." The measures utilized have been derived from the project team's collective experience and represent the following ways to identify departmental strengths as well as improvement opportunities: • Statements of "effective practices" based on the study team's experience in evaluating operations in progressive procurement operations and / or "industry standards" from research organizations. • Identification of whether and how the procurement practices in place at the Santa Clara Valley Water District meets the performance targets. The purpose of the diagnostic assessment was to develop an overall assessment of the Division. This assessment is presented in the exhibit following this page. Matrix Consulting Group Page 48 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Exhibit 6 (1) Diagnostic Appraisal of the Integrated Waste Management Division Potential Improvements I Performance Tar et Stren he Action Needed Administration 1. Solid waste collection and Solid waste collection and Two functions that are funded recycling is administratively recycling has been centralized within the Refuse Fund are centralized to capture economies of within the Integrated Waste organizationally located scale. Management Division. outside the fund: street sweeping and right-of-way maintenance. 2. Polices and procedures are Written policies and well documented. procedures regarding management controls, general operations, collection work practices, etc. are not well documented. 3. A formal skills assessment A formal skills assessment and and training plan has been developed training plan has been to keep employees current with developed for each employee changes in the solid waste collection in the Division. and recycling rofession. 4. Effective safety procedures Effective safety procedures are Few employees in the Division are in place. in place. Integrated Waste has seem aware of the Safety and developed a Safety and Procedures Manual or the Procedures Manual.The Injury and Illness Prevention Division has also developed an Program manual. Injury and Illness Prevention Pro ram manual. 5. An effective program is in The City has developed an The number of liability claims place to hold employees of the accident prevention committee. has declined from 49 in 2005- Division accountable for liability Employees are held 06 to 38 in 2007-08. However, claims. accountable, and disciplinary the cost of liability claims has action taken if warranted. not varied much ranging from $77,300 to$88,100 over this three- ear period. 6. A formal quality assurance A formal quality assurance process is in place that includes process is not in place. periodic review of solid waste collection work practices and monitoring of missed collection rates. 7. The Integrated Waste The Integrated Waste Management Division has developed Management Division has not goals, objectives, and performance developed goals and measures have been developed to objectives. define what resources ought to be allocated to what services. Matrix Consulting Group Page 49 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Exhibit 6 (2) Potential Improvements/ Performance Target Strengths Action Needed 87 formal performance A"productivity"report is Some of the data contained measurement system is in place to generated on a weekly basis within the"productivity"report track the effectiveness of service that identifies the number of is incomplete or incorrect. outcomes, and performance levels containers collected and tons compare reasonably well to industry collected per route for"line of benchmarks. business." 9. The Division has developed The Division has not performance standards for all of its developed performance operations and employees. Examples standards for all of its of performance standards will vary operations and employees. from operation to operation but should include categories such as efficiency/productivity, safety, customer service, etc. 10. The Division maintains and The Division contracted with The business plan is largely publishes a clearly written, multi-year the R3 Consulting to develop a unimplemented. The Division (five years at a minimum)business business plan. has not developed a plan of plan to provide vision and direction implementation for the for the Division's effort. recommendations contained in the Business Plan. 11. Annual surveys are Annual surveys are not conducted to assess customer conducted to assess customer satisfaction. satisfaction. 12. The number of organizational The number of layers amounts layers does not exceed four(the to three. number of layers that one employee would have to report to reach the Division Manager). 12. The span of control for The span of control for the The span of control for the two managers and supervisors Commercial Roll-Off (2) Residential Supervisors approximates eight to twelve routes. Supervisor amounts to seven amounts to fourteen (14) (7)routes. The span of control routes each. for the Commercial Front-End Loader Supervisor is twelve 12 routes. 13. An effective employee Generally, employees receive Employees are being denied performance management system performance appraisals every their merit increases without an has been created twelve months. explanation from their su ervisor. Matrix Consulting Group Page 50 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Exhibit 6 (3) Potential Improvements I Performance Target Strengths Action Needed Financial Systems and Policies 14. An enterprise fund is in place An enterprise fund is in place for solid waste collection and for solid waste collection and disposal. disposal. 15. The Division has developed The Division has not five-year financial plan that identifies developed five-year financial projected revenues, expenditures plan. including capital outlay, and the rates necessary to support the fund. 16. The Refuse Fund has The Refuse Fund has not established a replacement reserve to established an equipment insure the timely replacement of truck replacement reserve. and vehicle assets. 17. The current ratio for the solid waste enterprise fund is not less than 2.0. 18. The debt to total assets ratio is less than 0.5. 19. The debt to equity ratio is less than 0.5. 20. Residents and businesses Residents and businesses are The City does not reimburse are charged for solid waste collection charged for solid waste the Refuse Fund for solid and disposal. collection and disposal waste collection services received b the City. 21. Solid waste collection and disposal rates promote cost recognition and waste control. 22. Solid waste collection and Solid waste collection and disposal rates are empirically disposal rates are not calculated and updated on at least an empirically calculated and annual basis. updated on at least an annual basis 23. The solid waste collection rates charged by the City are competitive with their neighboring cities. 24. The Division documents its The Division does not operating costs by line-of-business document its operating costs (residential trash collection, by line-of-business. commercial front-end loader collection, commercial roll-off collection, etc.). Matrix Consulting Group Page 51 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Exhibit 6 (4) Potential Improvements Performance Target Strengths Action Needed 25. On an annual basis,the The Division does not conduct Division conducts billing and route billing and route audits for all audits for all customer classes to customer classes to obtain obtain accurate data regarding its accurate data regarding its customer base.Audits of the customer base. residential solid waste services include information such as total number of customers, containers and senior discounts. For commercial services, the audits include the total number of customers and containers. Customer Service 26. Utility billing is Utility billing is not administratively centralized to capture administratively centralized to economies of scale. capture economies of scale. 27. Customer Services has Customer Services has not developed a policies and procedures developed a policies and manual. procedures manual. 28. Customer Services has Customer Services has developed financial management developed financial policies. management policies. 29. Customer Services generates Customer Services does not monthly performance reports that generate monthly performance include comparisons of planned reports versus actual revenue. 30. Customer Services provides Customer Services does not financial analysis and planning provide financial analysis and capability consistent with the planning. Division's current and long range needs 31. Customer Services provides Customer Services does not regular, ongoing financial reports are provide regular, ongoing provided to departmental financial reports to management and supervisors. management. 32. Effective collection Effective collection procedures procedures have been put in place. have not been put in place. 33. There is a formal written There is not a formal written policy regarding collection of policy regarding collection of delinquent accounts. delinquent accounts. 34. Customer Services regularly Customer Services does not analyzes the average age of regularly analyze the average accounts receivable to ascertain age of accounts receivable. opportunities to enhance the effectiveness of collection. Matrix Consulting Group Page 52 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Exhibit 6 (5) Potential Improvements Performance Target Strengths Action Needed 35. Customer Services conducts Customer Services does not an annual cost of service study that conduct an annual cost of includes rate allocation and changes service study that includes rate by class of service allocation and changes by class of service. 36. Customer Services effectively Customer Services does not utilizes the utility billing software for effectively utilize the utility accurate and timely billing of refuse billing software. accounts. 37. Customer Services effectively Customer Services does not uses technological tools (HiPath use technological tools. ProCenter Composer I Observer)to track and monitor calls, system availability, and system reliability for call centers stems like the IVR, etc. 38. Customer Services has Customer Services has developed and deployed a First Call developed and deployed a Resolution program. First Call Resolution program. 39. Customer Services has Customer Services has not developed and deployed a quality developed and deployed a assurance I quality compliance quality assurance I quality program. Compliance program. 40. The %of abandoned calls is The%of calls abandoned in 3%to 6%. 2009 amounted to 10.6%. 41. 70%of the calls are This data is not available. answered in 20 seconds or less. 42. Customer Services utilizes Customer Services utilizes electronic bill presentment and electronic bill presentment and presentation (on-line bill payment via presentation. the customers bank). 42. Customer Services call Customer Services receives a center agents handle an average of total of approximately 132 calls 90 calls per agent per day per 9-hour per day(excluding abandoned work day. calls). It allocates six(6) Customer Service Representatives to handling calls. Matrix Consulting Group Page 53 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Exhibit 6 (6) Potential Improvements I Performance Target Strengths Action Needed 43. The Refuse billing and The Division allocates nine(9) customer services staff approximates positions to customer service 4,000 to 7,000 accounts per full-time and billing.The Division serves equivalent. approximately 43,500 residential customers and 3,500 commercial customers. However, approximately 85% of these customers are served by the Water Department's Customer Service Representatives. Only 15%are served by the Division's Customer Service Representatives or approximately 7,0000 accounts. Solid Waste Collection 43. The Division uses electronic The Division does not use routing software to(1)create routes electronic routing software. based on actual street network maps, (2)Account for side-of-street service collection constraints, vehicle capacities, compaction ratios and landfill trips when creating routes, (3) provide a computerized operating plan to optimize collection vehicle efficiency, (4)balance and consolidate routes and integrates new accounts/territories, and (5) Prints detailed driving directions and maps of collection areas as well as individual routes 44. The Division has developed The Division has not and implemented container developed and implemented replacement policies. container replacement policies 45. Residential trash, yard waste, Residential trash,yard waste, and recycling is collected with and recycling is collected with automated side loaders using 1- automated side loaders using person crews. t-person crews. 46. The replacement cycle or The replacement cycle used One third of the automated useful life used for the automated for automated side loaders is side loader fleet exceeds the side loaders approximates seven (7) seven (7)years. replacement cycle. Only two years. 2009 automated side loaders are in the fleet and only one 2008 automated side loader. Matrix Consulting Group Page 54 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Exhibit 6 (7) Potential Improvements/ Performance Target Strengths Action Needed 47. The average age of the The average age of the fleet is automated side loader fleet is one- 5.4 years. The age of one-third half the replacement cycle or three of the fleet exceeds 9 years. and one-half(3.5)years. Only 25 automated side loaders are less than 7 years if age; there are 28 residential trash, recycling, and green waste routes. 48. The spare ratio used for The spare ratio for automated automated side loaders approximates side loaders is 36%. 20%to 25%. 49. The Integrated Waste The Division uses a 4/ 10 work Management Division uses a 4/ 10 schedule for the collection of work schedule for the collection of residential trash,yard waste, residential trash, yard waste, and and recycling. recycling. 50. The route size of residential The median number of trash,yard waste, and recycling residential trash containers collection is 875 to 1125 containers collected for the four-week for a 10-hour workday. sample amounted to 800 containers per route.This is 91%of the lower end of the range of the benchmark for route sizes for residential trash containers. The median number of recycling trash containers collected for the four-week sample amounted to 753 containers per route. This is 86%of the lower end of the range of the benchmark for route sizes for recycling trash containers. The median number of green waste trash containers collected for the four-week sample amounted to 643 containers per route. This is 73%of the lower end of the range of the benchmark for route sizes for green waste trash containers. Matrix Consulting Group Page 55 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Exhibit 6 (7) Potential Improvements/ Performance Target Strengths Action Needed 51. The number of staff allocated Given current route sizes for If the staff allocated to to residential trash, yard waste, and residential trash, recycling, and residential trash, yard waste, recycling collection is appropriate green waste collection, a total and recycling met the lower given the workload and level of of 33 operators would be end of the range of the service. required. This compares to 34 benchmark for route sizes, a authorized positions. total of 25 operators would be required. This compares to 34 authorized positions. 52. Commercial front loader Based upon a five-week 9 of the 12 commercial front waste is collected using 1-person sample in June and July 2009, loader routes are collected crews. route C-4 uses a 1-person using 2-person crews. crew for 92% of the collection days Monday through Friday, route C-3 uses a 1-person crew for 68%of the collection days Monday through Friday, and route C-2 uses a 1-person crew for 24% of the collection days Monday through Friday 53. The route size of commercial Based upon a four-week front loaders is 120 containers and sample, the median route size 725 cubic yards collected for an 8- for commercial front loaders hour workday. was 128 containers. 54. The replacement cycle or The replacement cycle used 57% of the commercial front useful life used for the commercial for commercial front loaders is loader fleet exceeds the front loader approximates seven (7) seven (7)years. replacement cycle. Only nine years. commercial front loaders are in the fleet with an age less than 7 years. 55. The average age of the The average age of the fleet commercial front loader fleet is one- exceeds the replacement half the replacement cycle or three guideline. The average age of and one-half 3.5 ears. the fleet is 7.3 years. 56. The spare ratio used for The spare ratio is 75%. commercial front loader approximates 20%to 25%. 57. Commercial roll off waste is Commercial roll off waste is collected using 1-person crews. collected using 1-person crews. 58. The route size of commercial Based upon a four-week roll offs is 10 containers for an 8-hour sample,the median number of workday. containers collected per route was five(5). Matrix Consulting Group Page 56 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Exhibit 6 (8) Potential Improvements I Performance Target Strengths Action Needed 59. The commercial roll off crews The commercial roll off crews use a four-way"switch out'method travel to each container site for collecting roll off containers. twice: once to collect the container to take the container to the landfill, and the second time to bring the empty container back to the site. 60. The replacement cycle or The replacement cycle or 15%of the commercial roll off useful life used for the commercial roll useful life used for the trucks exceeds the off trucks approximates ten (10) commercial roll off trucks replacement cycle. ears. approximates ten 10 ears. 61. The average age of the The average age of the commercial roll off fleet is one-half commercial roll off fleet is 7.5 the replacement cycle or five(5) years. ears. 62. The spare ratio used for The spare ratio used for commercial roll off fleet approximates commercial roll off fleet is 86%. 20%to 25%. 64. The trash tonnage collected The trash tonnage collected for In some instances,the tonnage within collection vehicles meets legal residential and commercial roll collected by commercial front limits. off vehicles is consistently loaders exceeds legal limits. In within the legal limits. some instances, this results from operators not collecting this tonnage in 2 loads.This is a particular problem for route C-1. 64. Vehicle availability(versus in The vehicle availability for the The vehicle availability for the the shop for repairs)approximates commercial front loader fleet commercial roll off fleet 80%to 90%. approximates 80%. approximates 60%. The vehicle availability for the automated side loader fleet approximates 70%to 75%. 65. Fleet Services provides a Fleet Services provides a dedicated refuse vehicle"line"for the dedicated refuse vehicle'line". maintenance and repair of the refuse vehicle fleet. 66. Fleet Services uses a swing Fleet Services uses a swing shift for the maintenance and repair shift for the maintenance and of refuse collection trucks. repair of refuse collection trucks. Recycling 67. The City meets the AB 939 The City meets the AB 939 recycling requirements set by the requirements. Over the past State. ten years, the diversion rate has increased from 44%to 54%. Matrix Consulting Group Page 57 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Exhibit 6 (8) Potential Improvements I Performance Target Strengths Action Needed 68. The contamination rate for Based upon a sample in July recyclable materials is less than 5%. 2009 of three collection vehicles,the contamination rate was 24.5%. 69. Single stream recycling is Single stream recycling is used used for collection of curbside for collection of curbside recyclables from residences using a recyclables single,fully commingled cart, later separated and processed into marketable commodities. 70. The Division has provided The Division has provided residents with 90-gallon carts for residents with 90-gallon carts. collection of curbside collectables. 71. The City has adopted a The Integrated Waste The City has not adopted a construction and demolition debris Management Division is in the construction and demolition recycling ordinance. process of developing a debris recycling ordinance. construction and demolition debris recycling ordinance. For the consideration of the City Council. 72. Waste reduction efforts have The Division conducts a mass The Division has not yet been focused on programs that mailing twice a year to educate developed effective education educate businesses and residents. the public regarding recycling. programs for businesses and The Division has enhanced its residents. web site to expand the information regarding recycling. 73. On-site waste assessments The Division does not provide and technical assistance are offered on-site waste assessments to businesses to provide a service- and technical assistance. oriented approach to waste reduction. 74. The Division has developed The Division has developed and deployed a curbside collection and deployed a program to program to collect yard waste from collect yard waste. residences. 75. Yard waste reduction efforts Yard waste reduction efforts have been focused on programs that have not been focused on educate residents on reducing and programs that educate properly managing yard wastes, and residents on reducing and also develop landscape practices properly managing yard which reduce or eliminate the types of wastes. and waste in need of management. Matrix Consulting Group Page 58 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Exhibit 6 (8) Pot4dwellings. ments I Performance Tar et Strengths ed 76. The Division works effectively The Division is initiating a with the unified school system to program to work with the educate children regarding recycling. unified school system such as integrating zero waste into the school curriculum. 77. The Division provides The Dt provide recycling services for multi-family recycli multi- dwellings. family Matrix Consulting Group Page 59 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division 5. ANALYSIS OF INTEGRATED WASTE MANAGEMENT DIVISION FINANCIAL POLICIES AND PRACTICES This chapter presents an analysis of the financial policies and practices of the Integrated Waste Management Division. The analysis includes all facets of the financial systems and policies including the administration of the Refuse Fund, the development solid waste collection rates, long-term financial planning, and the auditing of containers for each route. 1. THE INTEGRATED WASTE MANAGEMENT DIVISION SHOULD DEVELOP A FIVE-YEAR FINANCIAL PLAN FOR THE REFUSE FUND. The Integrated Waste Management Division, until its recent rate increase, struggled with the challenge of balancing limited resources with demands for service. Even now, the projected year-end Refuse Fund balance amount to 3.2% of the fiscal year 2009-10 expenditures. If the Division continues that to be wholly dependent on short-term budgeting — one fiscal year at a time — it may be inviting another financial predicament such as it suffered in the past. Financial management has become a problem for solid waste collection divisions that have not adopted a long-term financial planning process that allows for the analysis of future trends and events as they relate to fiscal impact, rates, and budget adoption. The Government Finance Officers Association recommends that all governments regularly engage in long-term financial planning. A long-term financial plan should include these elements. • Time Horizon. A plan should look at least five years into the future. Matrix Consulting Group Page 60 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division • Scope. A plan should include all aspects of the Refuse Fund. • Frequency. The long-term financial plan should be updates not less than once every two-years to provide direction to the budget process, though not every element of the long-range plan must be repeated. • Content. The plan should include an analysis of the financial environment, revenue and expenditure forecasts, debt position and rate analysis, strategies for achieving and maintaining financial balance, and plan monitoring mechanisms, such as scorecard of key indicators of financial health. • Visibility. The City Council should be presented with the results of the long-term financial plan the Refuse Fund and strategies for financial balance. The Integrated Waste Management Division should develop a five-year financial plan. In developing a five-year financial plan, the Division needs to complete the steps noted below. • Baseline Assessment — Review of trends - revenues, expenditures, demographics — Review of service levels and mandates (e.g., AB 939) — Review of debt levels and capital outlay needs — Assessment of key budget drivers, risks, and liabilities — Development of "as-is" multi-year financial model • Initiatives Development Identification of goals and targets beyond baseline (services, revenue policies, reserves) Development of gap closing "initiative" options and strategies including rate adjustments if necessary Long-Term Financial Plan and Report Integration of targets and initiatives into balanced framework Financial model and communications document Projected demographics for solid waste collection (i.e., growth in the number of customers by class of customer, annexations, etc.) Matrix Consulting Group Page 61 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division — Expenditures projected for the Division including salaries and benefits, services and supplies, and capital outlay, broken down by line-of-business or class of customer — Revenue projected for the Division broken down by line-of-business or class of customer — Reserves projected for the Division by type of reserve — Rates required to support the expenditures in the five year financial plan broken down by line-of-business or class of customer — Implementation plan for initiatives — Metrics for monitoring progress, inclusive of timeline The Government Finance Officers Association has a wealth of resources for the preparation of financial plans. These resources may be found at this web site address: http://www ofoa org/index php?option=com content&task=view&id=360&Item id=186. The Administrative Analyst II assigned to the Public Services Department should be assigned responsibility for the preparation of this five-year financial plan. One-half of this position is budgeted in the Integrated Waste Management Division. Recommendation #9: The Integrated Waste Management Division should prepare a five-year financial plan in calendar year 2010. Recommendation #10: The five-year financial plan for the Integrated Waste Management Division should be presented to the City Council for its consideration and adoption. Recommendation #11: The Administrative Analyst II assigned to the Public Services Department should be assigned responsibility for the preparation of this five-year financial plan. 2. THE INTEGRATED WASTE MANAGEMENT DIVISION SHOULD DEVELOP AND ADOPT FINANCIAL POLICIES IN THE DEVELOPMENT OF THE FIVE- YEAR FINANCIAL PLAN FOR THE REFUSE FUND. The development of the five-year financial plan should be guided by financial policies for the Refuse Fund. These policies should be used to frame major policy initiatives and be summarized in the five-year financial plan. Examples of possible financial policies for the Refuse Fund are presented below. Matrix Consulting Group Page 62 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division • The City shall maintain, conduct, operate and account for the collection, recycling and disposal of solid waste as a utility of the City. The solid waste system shall be a self-supporting utility financed through fees. • The City shall charge fees directly to users of the solid waste collection, recycling and disposal system to pay for solid waste services. • Each class of customer (residential, commercial front loader, commercial roll-off, etc.) shall be self-supporting in terms of revenues and expenditures. One class of customers shall not subsidize another class of customers. • The City should keep solid waste collection, recycling and disposal fees as low as possible and should manage the solid waste system to keep rate increases as low as possible while meeting the costs of managing the system and providing service to solid waste customers. • The Refuse Fund shall include a sub-fund to accumulate financial resources for the replacement of solid waste roiling stock on a timely and economic basis. • To stabilize the impact of equipment purchases on the operating fund. Annual contributions shall be made from the operating sub-fund in the Refuse Fund even though the cost of required equipment replacements could vary significantly from year to year. • A minimum fund balance for the operating sub-fund of the Refuse Fund shall be maintained to meet or exceed 45 days of expenditures adjusted for fund transfers and debt service. The Integrated Waste Management Division should develop these financial policies in consultation with the Finance Department. These financial policies should be developed in concert with the development of the five-year financial plan. These financial policies should include such aspects as balancing revenues and expenditures, long-range planning, asset management (the fleet and containers), revenue, and expenditures. Recommendation #12: The Integrated Waste Management Division should develop financial policies to guide the development of the five-year financial plan. These financial policies should be developed during 2010. Recommendation #13: The Integrated Waste Management Division should develop these financial policies in consultation with the Finance Department. Matrix Consulting Group Page 63 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Recommendation #14: These financial policies should be developed in concert with the development of the five-year financial plan. Recommendation #15: These financial policies should include such aspects as balancing revenues and expenditures, long-range planning, asset management (the fleet and containers), revenue, and expenditures. 3. THE INTEGRATED WASTE MANAGEMENT DIVISION SHOULD SEPARATE THE REVENUES AND COSTS OF THE SERVICES THE DIVISION PROVIDES BY SERVICE CATEGORY. The Business Plan developed by the R3 Consulting Group recommended that the Integrated Waste Management Division establish separate budgets within the Division on a "line-of-business" basis including the following: Residential; • Commercial Front Loader; • Recycling operations; • Commercial Roll Off; • Street sweeping; and • Right-of-way services. The revenues and expenses would be accounted for within each "line-of- business". This would include lease payments, capital purchases, tipping fees, reserves, etc. The rate structure should be developed so that each 'line-of-business" is self-supporting. The separation of the revenues and expenses into these different 'lines-of- business" is an essential step in the development of rates for each class of customers. To determine the costs for each service, there is a need to allocate costs to service Matrix Consulting Group Page 64 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division categories that represent the primary solid waste services provided. The services should be functionalized into the following seven service categories: • Residential trash, yard waste, and recycling collection; • Uncontained or bulk collection; • Recycling Operations; • Commercial front loader trash and recycling collection; • Commercial Roll-Off Collection; • Street sweeping; and • Right-of-way services. Identification of the total costs associated with each service category was a critical step in determining adequate rates that reflect the cost of providing service. These costs were isolated by service category in order to fully recover the total revenue requirement by matching those customers that utilize the service with the actual costs associated with that service. The allocation of expenditures and revenues assists in identifying the appropriate customers to be charged for each service provided. The following table identifies how the service categories should be grouped and the recovery basis for each service category. Service Category Recovery Basis Residential trash collection Residential rate Uncontained bulk collection Residential rate Residential yard waste collection Residential rate Residential recycling collection Residential rate Commercial front-load collection Commercial front-load rate Commercial roll-off collection Commercial roll-off rate Commercial recycling collection Commercial front-load rate Street Sweeping Residential rate, Commercial front-load rate, Commercial roll-off rate Recycling operations Residential rate, Commercial front-load rate, Commercial roll-off rate Matrix Consulting Group Page 65 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Service Cate o Recovery Basis Right-of-way services Residential rate, Commercial front-load rate, Commercial roll-off rate The Integrated Waste Management Division should separate its revenues and expenditures based on the primary services provided by the Division. This should include residential trash, yard waste, and recycling collection; uncontained or bulk collection; recycling operation; commercial front-loader trash and recycling collection; commercial roll-off collection; street sweeping; and right-of-way services. Recommendation #16: The Integrated Waste Management Division should separate its revenues and expenditures in the Division's budget based on the primary services provided by the Division. This should include residential trash, yard waste, and recycling collection; uncontained or bulk collection.; recycling operation; commercial front-loader trash and recycling collection; commercial roll-off collection; street sweeping; and right-of-way services. 4. THE INTEGRATED WASTE MANAGEMENT DIVISION SHOULD CONTINUE TO USE DEBT FINANCING TO REPLACE ITS EQUIPMENT. The Business Plan developed by the R3 Consulting Group recommended that the Integrated Waste Management Division establish a capital acquisition reserve account of 10% for planned future needs. The City has expended significant amounts of money over the past few years to replace the Division's fleet. This is reflected in the increasing debt cost for the Division in the table below. As the table indicates, the debt cost has risen from $1.5 million in 2006-07 to $2.7 million in 2009-10. 2006-07 2007-08 2008-09 2009-10 $1,533,552 $1,134,955 $1,858,967 1 $2,726,800 Solid waste collection vehicles should be replaced at various points in their service lives depending on the type of vehicle, the nature and intensity of its use, and various other factors. Timely replacement is important for controlling vehicle availability, Matrix Consulting Group Page 66 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division safety, reliability, and efficiency. The often reported economic theory of vehicle replacement holds that vehicles should be replaced when the sum of ownership and operating costs is at its lowest historical point. The chart below, which shows three cost curves, illustrates this concept. The capital cost curve shows the decreasing cost over time of a fleet asset as it ages and depreciates. The operating cost curve illustrates the increasing maintenance, repair, and fuel costs for the same asset over its life cycle. The total cost curve combines the two. The optimal point at which to replace this asset from an economic perspective is when the "total cost" curve is at its lowest point on the Time/Usage axis. That is, when the combined cost of owning and operating the unit is at a minimum, just before it begins to increase. As can be seen in this illustration, the bottom of a vehicle's total life cycle cost curve is relatively flat. This means, in practical terms, that there is not a single point in time at which a vehicle should be replaced. Rather, there is a period of time during which the combination of capital and operating costs are at or near their lowest point. Depending on how old a vehicle — or a fleet — is, delaying its replacement somewhat may or may not have a material impact on the total life cycle cost of that vehicle or fleet. There are three basic approaches available to organizations for financing the costs of replacing fleet assets: cash (pay-as-you-go), savings, and borrowing. The major drawback of cash (pay-as-you-go) financing is that it makes year-to- year fleet replacement funding requirements volatile and somewhat unpredictable Matrix Consulting Group Page 67 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division because the long-term replacement spending requirements of most fleets are inherently and unavoidably lumpy. Fortunately, there are two widely used fleet replacement financing approaches that allow government jurisdictions to spread out the capital costs of vehicles over their useful lives. These two approaches make year-to-year replacement funding requirements relatively smooth and predictable, thereby reducing the likelihood that critical replacement purchases will be deferred and that a backlog of replacement spending needs will develop. Those two methods are savings (via a reserve fund) and borrowing. One of the challenges of the use of savings is that of managing a reserve fund properly and calculating charge-back rates so that the reserve fund balance does not get too big or too small. Many government jurisdictions with which the Matrix Consulting Group has worked in this area have built up unnecessarily large fund balances due to improper rate setting and/or an incomplete understanding of how a reserve fund should operate. The other challenge with the use of a reserve fund is that they are almost prohibitively expensive to establish if there already is a large backlog of fleet replacement needs and / or there is no cash set aside for replacement. This is because a large amount of cash must be deposited in the fund up-front, or internal replacement rates must be set artificially high, to supply the working capital needed to start purchasing replacement vehicles. The other alternative, borrowing, uses a method in which the purchase of every vehicle and piece of equipment in the fleet would be financed over a period of years, preferably slightly less than the weighted average life expectancy (i.e., replacement Matrix Consulting Group Page 68 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division cycle goal) of the various types of assets in this particular fleet. Like a reserve fund, lease purchasing makes replacement funding requirements smooth and predictable by spreading the capital cost of each vehicle in the fleet over its useful life. Future funding requirements not only are smoother under a lease purchasing approach, but substantially lower over the first several years as well. This reflects the fact that switching from cash to debt financing allows an organization to defer much of the cost of a new vehicle to future years. This contrasts with the requirement, under a cash financing approach, that the entire cost of a new vehicle be paid in the year in which it is acquired. Thus, for example, financing the purchase of a $140,000 vehicle over 7 years requires an annual funding requirement of $20,000 for each of the 7 years, rather than $140,000 in the first year followed by $0 III the next v. Rather than accumulating reserves to pay for vehicles, this approach involves borrowing money from the capital markets and repaying it after vehicles have been placed in service. One of the perceived disadvantages of this financing approach is the cost of borrowing money; i.e., real or imputed interest charges. There is a perception among many people that it is fiscally irresponsible to use debt to finance the purchase of fixed assets such as vehicles that are "used up" relatively quickly. There is no question that interest charges increase the total purchase price of a vehicle. However, to the extent that debt financing enables an organization to replace vehicles that it otherwise would keep in service for excessive periods of time due to its inability to accommodate all fleet replacement funding requests each year, interest payments may actually result in lower Matrix Consulting Group Page 69 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division vehicle life-cycle costs. In other words, interest expenses may be more than offset by higher vehicle residual values and lower vehicle operating costs. Overall, the Division has had an uphill financial battle over the past few years to replace its obsolete fleet. It has used debt to accomplish that. Much of the fleet that has been replaced is the same model year. For example, thirteen (13) of the automated side loaders are four years old and ten (10) are three years old. This would make it extremely difficult to convert to a replacement fund. Significant amounts of savings would be required to replace those vehicles. The Integrated Waste Management Division should continue to use debt financing until the Refuse Fund reserves are sufficient to enable the development of an equipment replacement fund. Recommendation #17: The Integrated Waste Management Division should continue to use debt financing until the Refuse Fund reserves are sufficient to enable the development of an equipment replacement fund. 5. THE FINANCE DEPARTMENT SHOULD CONDUCT A SOLID WASTE COLLECTION COST OF SERVICE STUDY AND UPDATE THE STUDY ANNUALLY. The goal of a cost of service and rate design study is to determine the solid waste fees required to adequately recover the costs of providing services. The process that should be used for this study are presented below. • Development of the "Test Year' — The first task in conducting the cost of service analysis should be the development of an annual revenue requirement for a 'Test Year'. The revenue requirement represents the total revenue that a solid waste utility will need to recover during a year in order to fund all expenses associated with the provision of solid waste services. The Finance Department should select a period that reflected the typical operation of the solid waste system. The Finance Department should then review the financial data and work with the Integrated Waste Management Division staff to make any adjustments to costs to make them representative of a typical year. The resulting 'Test Year" should be used as the basis for forecasting expenses from the fiscal year Matrix Consulting Group Page 70 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division beginning July 1, 2010 (FY 2010-11) through FY 2015. Development of the Revenue Requirement Forecast — After developing the revenue requirement for the "Test Year", the Finance Department should work with the Integrated Waste Management Division to project changes in costs due to inflation, salary increases, new equipment, new customers, etc. This should result in a five-year revenue requirement forecast. Allocation of Costs to Service Categories — Next, the Finance Department should work with Integrated Waste Management Division staff to assign and allocate costs to various service categories. The service categories represent the primary solid waste services provided by the Division that comprise the Division budget. Allocation to Customer Classes — Then, the Finance Department should group the service categories based on the customer classes that will recover each category's costs. The customer classes should include residential trash, yard waste, and recycling collection; uncontained or bulk collection; recycling operation; commercial front-loader trash and recycling collection; commercial roll- off collection; street sweeping; and right-of-way services. Determination of willing units — The Finance Department should next identify the appropriate billing units for each customer class. For example, the residential rate is charged per customer, so the number of residential customers should be utilized as the billing unit for this customer class. Calculation of the Cost of Service — Ultimately, the costs for each customer class were distributed across the appropriate The City should undertake this study to determine the cost of providing the various services associated with the delivery of solid waste collection services. This is required because a fee for a property-related service may not exceed the cost of providing that service. Likewise, the City may not charge one property-related service higher rates in order to charge lower rates to another property related service. The analysis determined should determine if there are any subsidies by one set of property- based customers of another set of customers in the rate structure that need to be discontinued. However, the Finance Department lacks the capacity to conduct this cost of service study. The Matrix Consulting Group uses a benchmark for staffing of Finance Matrix Consulting Group Page 71 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Departments in which the staffing fore that department approximates of 2% to 3% of the total staffing within the City. The Finance Department in San Bernardino is allocated 16 positions; total city-wide staffing amounts to 1,181. Staffing in the Finance Department amounts to 1.35% of city-wide staffing. To provide support to the Integrated Waste Management Division in the development of a cost of service study and other financial support as referenced in the next chapter, an Accountant 1 position should be authorized for the Finance Department. The annual cost impact of the addition of this position, in terms of salary at first step and fringe benefits, is presented in the table below. Annual Cost Annual Cost Recommendation Increase Recommendation Decrease I I I I An Accountant I position should $64,500 N /A $0 be authorized for the Finance Department to provide support in the conduct of a cost of service study for the Integrated Waste Management Division and other financial support to the Division. Recommendation #18: The Finance Department should conduct a cost of service study for solid waste collection services in fiscal year 2010-11. Recommendation #19: The Finance Department should update the cost of service study for solid waste collection services annually. Recommendation #20: The City should authorize an Accountant I for the Finance Department to develop and update the cost of service study and provide other financial support to the Integrated Waste Management Division. 6. THE DIVISION SHOULD CONDUCT BILLING AND ROUTE AUDITS FOR ALL CUSTOMER CLASSES TO OBTAIN ACCURATE DATA REGARDING ITS CUSTOMER BASE. The Public Services Department is gradually beginning the process of auditing the number of containers for its residential and commercial routes. Initially, it is beginning with its commercial routes. These audits are essential for "pay-as-you-throw" Matrix Consulting Group Page 72 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division based rates such as the system used by the City. Without such audits, there could be the likelihood that customers would be paying less for collection services than the customer is actually receiving. For this audit to be effective, two things are critical: first, the count must be transparent and fully defendable, second, because the count is changing, it must be easily and economically updated. The City should require that the contractors use Global Positioning System (GPS) units to produce an audit trail that documents visual inspection of every residence and business. The contractor should develop a master refuse collection electronic database, which should be referenced for customer container counts in the field. The database should ultimately generate a GiS database of refuse collection points tied to parcels. The contractor should collect GPS coordinates for each customer container to be spatially joined to the prospective refuse collection points in the electronic database. The vehicle of each field surveyor should have a GPS with an external antenna mounted on the outside of the vehicle and a dashboard interface for triggering the marking of XY coordinates for each refuse collection point. The contractor should then develop an accurate, verifiable, and transparent "Update Procedure" methodology for the master solid waste collection electronic database that the City can use in the future to update the waste setout database. Finally, the contractor should produce a report including descriptions of the survey and verification methodologies, the number of residences and businesses in each contract area that require service, and instructions for updating the electronic database. The end result for San Bernardino will be an accurate, updatable database of Matrix Consulting Group Page 73 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division locations receiving waste collection services that will ensure fair and proper billing. It is imperative that the Integrated Waste Management Division accurately identifies the actual residential and commercial customer count and corrects the discrepancy between billing and operational data. On an annual basis, the Division should conduct billing and route audits for commercial and residential customers and maintain accurate data regarding its customer base. Audits to the residential solid waste services should include information such as total number of customers, and number of containers. For commercial services, the audits should include total number of customers, number of containers, size of containers, and frequency of collection. These route audits should be conducted on an annual basis by the Operators to generate data that would assist the Division in determining if it is under recovering revenue and accurately identifying cost levels associated with the solid waste services provided. Ideally, the audit reports would be integrated with the electronic database, which would provide updated and easily accessible information useful to management's financial and operational decision-making processes. Recommendation #21: The Integrated Waste Management Division should conduct route audits of its commercial and residential customers. Recommendation #22: The contractor should develop a master refuse collection electronic database, which should be referenced for customer container counts in the field. The database should ultimately generate a GIS database of refuse collection points tied to parcels. Recommendation #23: The contractor should collect GPS coordinates for each customer container to be spatially joined to the prospective refuse collection points in the electronic database. Recommendation #24: The contractor should develop an accurate, verifiable, and transparent "Update Procedure" methodology for the master solid waste collection electronic database that the City can use in the future to update the waste setout database. Matrix Consulting Group Page 74 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Recommendation #25: On an annual basis, the Division should conduct billing and route audits for commercial and residential customers to maintain accurate data regarding its customer base. Audits to the residential solid waste services should include information such as total number of customers, and number of containers. For commercial services, the audits should include total number of customers, number of containers, size of containers, and frequency of collection. 7. THE CITY SHOULD REIMBURSE THE REFUSE FUND FOR THE COLLECTION OF SOLID WASTE FROM CITY FACILITIES. The Business Plan prepared by the R3 Consulting Group noted that the City receives approximately $400,000 in "free" services that is not accounted for or tracked in the Integrated Waste Management Division's budget.3 This may present the City with compliance with Proposition 218. Proposition 218 requires that existing, new, or increased fees and charges meet certain requirements, summarized below (Cal. Const., Article XIII D, Sec. 6): • Revenues derived from the fee or charge shall not exceed the funds required to provide the property related service; • Revenues derived from the fee or charge shall not be used for any purpose other than that for which the fee or charge was imposed; • The amount of a fee or charge imposed upon any parcel or person as an incident of property ownership shall not exceed the proportional cost of the service attributable to the parcel; • No fee or charge may be imposed for a service unless that service is actually used by, or immediately available to, the owner of the property in question and • No fee or charge may be imposed for general governmental services. The provision of these "free" services is a potential violation of Proposition 218. The City should evaluate this potential violation, and take steps to correct this issue. That should include the payment for the collection of solid waste from City facilities. This a Business Plan for the Integrated Waste Management Division, R3 Consulting Group, May 2008, page 12. Matrix Consulting Group Page 75 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division certainly should include enterprise funds such as those of the Water Department, and the Economic Development Agency. Recommendation #26: The City should reimburse the Refuse Fund for the collection of solid waste from City facilities. Matrix Consulting Group Page 76 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division 6. ANALYSIS OF CUSTOMER SERVICES This chapter presents an analysis of Customer Services —the organizational unit in the Integrated Waste Management Division responsible for solid waste billing, working with new and existing customers to start and stop solid waste collection services either in person at City Hall or via the phone, receiving calls from existing customers regarding missed collections, receiving and processing solid waste collection service payments from customers, distributing reminder notices for those accounts that are past due, and monitoring billing system performance and taking timely corrective action to address system problems, etc. At the present time, the Division "contracts" with the Water Denartment fnr the billing and collection for approximately 83% of its 43,500 residential customers. The Department charges the Division 2% of the amount billed for these services. The Customer Services Section in the Integrated Waste Management Division bills and collects for the remaining 15% of the residential customers (7,500 customers), and all of the 3,500 commercial front-loader and commercial roll-off customers. 1. THE INTEGRATED WASTE MANAGEMENT DIVISION AND THE WATER DEPARTMENT SHOULD DEVELOP A SERVICE LEVEL AGREEMENT REGARDING THE UTILITY BILLING AND COLLECTION SERVICES PROVIDED BY THE WATER DEPARTMENT TO THE INTEGRATED WASTE MANAGEMENT DIVISION. As noted previously, the Integrated Waste Management Division 'contracts" with the Water Department for the billing and collection for approximately 83% of its residential customers. This amounts to approximately 36,000 customers. For this service, the Water Department changes the Division approximately $17,000 per month or $204,000 a year. Matrix Consulting Group Page 77 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division This is not an unreasonable fee. If the Division provided these services itself, it would require approximately five (5) to nine (9) additional Customer Service Representatives at an annual cost of approximately $250,000 to $450,000 annually (in terms of salaries and fringe benefits). In addition, the collection rate by the Water Department is much higher than that of the Integrated Waste Management Division. However, the Division and the Water Department should develop a written service level agreement that clarifies the roles and responsibilities in the billing and collection for solid waste collection services. This service level agreement should include a number of elements as noted below. Metrics — This should include critical performance metrics including timely and effective customer service, billing accuracy, average answer speed to calls, % of calls abandoned, the collection rate (e.g., 99.6% of biiied revenue), etc. • Services — This should specify the services that would be provided by the Water Department for the billing and collection for approximately 85% of its residential customers. • Responsibilities — This should specify the responsibilities of the Water Department and of the Integrated Waste Management Division in the billing and collection for approximately 85% of its residential customers. These responsibilities should include the full-range of services from billing inquiries, missed collections, new customers, termination of customers for non-payment, etc. • Compensation — This should identify the compensation that the Water Department is to receive for providing billing and collection for approximately 85% of its residential customers. One way to improve customer communication and relations is through the development of service level agreements. The agreements provide customers with a better understanding of the range of services offered. They also establish a clear understanding of how the performance of the Water Department should be judged in the delivery of billing and collection services for the Integrated Waste Management Division. Matrix Consulting Group Page 78 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Recommendation #27: The Water Department and the Integrated Waste Management Division should develop a service level agreement for the provision of billing and collection services by the Water Department on behalf of the Integrated Waste Management Division. 2. THE INTEGRATED WASTE MANAGEMENT DIVISION SHOULD "CONTRACT" WITH THE WATER DEPARTMENT FOR BILLING AND COLLECTION OF ALL OF ITS RESIDENTIAL AND COMMERCIAL CUSTOMERS. One of the best practices utilized by the Matrix Consulting Group for billing and collection is that utility billing is administratively centralized to capture economies of scale. This is not the case in San Bernardino. The City is operating two independent utility billing and collection operations: one in the Water Department and the other in the Integrated Waste Management Division. The Water Department is much more effective in their billing and collection practices than the Division. The Department has the option of shutting off the water meter. This provides a stronger incentive for a customer to pay their bill. The Integrated Waste Management Division has no such incentive. The Water Department is much more effective at collection with a far smaller debt write-off than the Division. While the Division "contracts" with the Department for billing and collection of residential refuse collection in the area served by the Department, it does not similarly "contract' for billing and collection of commercial front-loader and commercial roll-off services. The Division should "contract' with the Water Department for billing and collection of commercial front-loader and commercial roll-off services for the remainder of the City. Matrix Consulting Group Page 79 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division The Matrix Consulting Group recommends that the Division develop an approach for the payment of this service that better reflects the cost of these services. The Water Department charges 2% of the amount billed for the billing and collection of residential refuse services. This seems like a fair approach; it closely resembles the likely cost of providing this service. This same approach does not seem to closely resemble the likely cost of providing the billing and collection of commercial front-loader and commercial roll-off services. The City should consolidate its utility billing services within the Water Department including the Integrated Waste Division, and the Water Department should consolidate the two billing and collection databases within the H.T.E. utility billing module. The Water Department maintains one database for water and sewer and another database for residential refuse collection. Each has different account numbers for the same customer. This requires duplicate data entry for the same customer into the different databases. These two databases should be consolidated. At the present time, the Integrated Waste Division is authorized eight (8) positions for the Customer Services Section. This level of staffing is portrayed in the table below. Integrated Waste Customer Service Supervisor 1.00 Lead Integrated Waste Customer Service Representative 2.00 Integrated Waste Customer Service Representative 5.00 Sub-Total 8.00 There are, in addition, two (2) temporary Customer Service Representatives that work thirty-five (35) hours per week. The Matrix Consulting Group uses a benchmark of 4,000 to 7,000 accounts per full-time equivalent for utility billing and collection. (The R3 Consulting Group utilizes a Matrix Consulting Group Page 80 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division benchmark of 6,000 accounts per full-time equivalent).° Given the number of accounts that are served by the Customer Services Section (7,500 residential customers, and 3,500 commercial front-loader and commercial roll-off customers), the Section should only require two (2) to three (3) Customer Service Representatives. The cost savings that would be generated by this recommendation are based upon a proposal received from the Water Department to provide these services. • To provide these services, the Water Department would charge the Integrated Waste Division an additional $142,000 annually. • The staffing allocated to the Customer Services Section would be eliminated. Additional changes would also involve a reduction in postage, printing, and bill inserts, and a reduction of write-offs. The annual cost impact of this recommendation is presented in the table below. The "net' savings generated by this consolidation would approximate $519,000 annually. The City should consolidate utility billing and collection in the Water Department. The cost savings are presented in the table below. Annual Cost Annual Cost Recommendation Increase Recommendation Decrease The Integrated Waste Division $142,000 Eliminate the eight(8)full-time and $558,729 should contract with the Water two (2)part-time positions in the Department for utility billing and Customer Services Section of the collection. Inte rated Waste Division. Eliminate duplicate postage, printing, and bill inserts $73,000 Reduce Integrated Waste Division utilitv bill write-offs $30,000 Recommendation #28: The Integrated Waste Management Division should "contract" with the Water Department for all of its residential and commercial billing and collection. Recommendation #29: The Integrated Waste Division should eliminate the Integrated Waste Customer Service Supervisor position, two Lead Customer Service Representative positions, five Customer Service Representative 4 Business Plan for the Integrated Waste Management Division, R3 Consulting Group, May 2008, page 6. Matrix Consulting Group Page 81 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division positions, and two temporary Customer Service Representative positions. 3. THE INTEGRATED WASTE DIVISION SHOULD ENHANCE ITS COLLECTION PRACTICES FOR REFUSE BILLING. By a number of measures, the collection practices utilized by the Integrated Waste Management Division are ineffective. These measures include the: • Extent of bad debt write-off, • Limited use of H.T.E. for billing and collection; • Lack of credit checks for new customers using that information to determine the amount of deposits; • Lack of use of a collection agency; • Lack of use of liens for bad debt; • Lack of use of the State Tax Franchise Board for bad debt; • Lack of use of the County Auditor-Controller for bad debt; • Lack of use of the County Recorder for bad debt; and • Lack of a reconnect fee for those whose service was discontinued due to non- payment. The result of these ineffective practices has resulted in significant amounts of bad debt write-offs for the Refuse Fund. The Integrated Waste Management Division should take action to correct these deficiencies. (1) The Division Should Expand the Use of Bill Payment Options Other Than Mail or In-Person Payments By Its Customers. The Ascent Group, in their publication Billing and Payment Profiles and Best Practices 2008, noted "the percentage of payments received through electronic means is growing and slowly displacing the paper check payment. A study by the Federal Matrix Consulting Group Page 82 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Reserve Bank, NACHA, and the Tower Group noted that check volume is decreasing, mainly because of the growth in acceptance of alternative payment methods." The motivation for pursuing these alternative methods is simple: the cost of processing transactions. The estimated costs of the different types of citizen contacts are as follows: • Face-to-face contact: $400; • FAX/mail: $40; • Telephone: $12; and • Internet: $1. The use of alternative payment options by the Division should be developed, deployed, and promoted. The District should promote such technologies as Automated Clearing House, Electronic Bill Presentment and Payment, Electronic Bill Presentment and Payment„ etc. This should include the use of bill inserts, web site advertising on the District's web site, not charging a fee for the use of these alternative payment options (versus a credit card), Call Center agent referrals, IVR messages, television and radio advertising, etc. The utility billing software vendor, SunGard H.T.E., offers a front end solution providing a gateway to customers with interactive web access to utility services and the ability to pay their utility bills over a secure Internet connection using a credit card. Recommendation #30: The Integrated Waste Management Division should develop, deploy and promote alternate payment options by its customers to include auto withdrawals, internet payment, use of Interactive Voice Response telephony, and the like. Recommendation #31 The Integrated Waste Management Division should offer incentives for automatic payment such as waiving a security deposit in exchange for choosing automatic bank drafting. Offering such an incentive could help Matrix Consulting Group Page 83 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division customers automatically pay their utility bill on time, and therefore reduce the likelihood of delinquencies or bad debt accumulation. Recommendation #32: The Administrative Analyst II should develop a plan to deploy and promote alternate payment options. (2) The Integrated Waste Management Division Should Use Credit Scoring To Determine The Amount Of A Security Deposit and Require a Security Deposit for those Customers with a Bad Credit Score. For service establishment, a security deposit is not required. The Division does not use credit scoring to determine the amount of a security deposit. Credit or risk assessment definitions are not in place to determine credit-risk categories for customers. Credit checking helps develop knowledge relative to a customers risk and can help determine potential security deposit requirements. The Integrated Waste Division should implement a formal credit check program with linked security deposits for all new customers. The use of credit checks and deposits is common among utilities. For example, the American Public Power Association, in the 2007 American Public Power Association customer service benchmarking survey, found that 88% of the respondents required a security deposit for new residential customers, but that 48% of the respondents waived the requirement for a deposit for customers having a good credit score with another electrical utility and 27% of the respondents waived the security deposit for those customers with a good credit score. Recommendation #33: The Integrated Waste Management Division should implement a formal credit check program for new customers. The Administrative Analyst II should develop and deploy the program, and train the Customer Service Representatives in its use. Matrix Consulting Group Page 84 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Recommendation #34: The Integrated Waste Management Division should require a security deposit for those customers with a bad credit score or a bad credit history at another utility. Recommendation #35: The Administrative Analyst II should develop a plan to deploy a formal credit check program for new customers. (3) The Integrated Waste Division Should Require A Deposit For All Customers Who Do Not Own Their Property or Should Require That All New Accounts Be Established In the Name of the Property Owner. One of the customer classes that suffer a particular problem with bad debt for solid waste collection are customers that do not own their property. This customer class is difficult to collect bad debt since there is not property that can be attached. The Division should address this problem by requiring an account deposit if the customer is not the owner of the property. This deposit should be non-interest bearing; it should be credited against the first billing following 12 months of timely payments, or at the final bill. The amount of the deposit should vary by customer based on the availability of a one-year billing history. Another alternative would be to require that all collection service be established in the name of the property owner. This would hold the property owner accountable for payment of the collection service, should the tenant fail to pay. The Matrix Consulting Group recommends that, if the City does not wish to consider a deposit for customers that do not own the property for which service is provided, that the Division establish a policy that `owners of rental properties may not establish service in the name of a tenant, regardless of the terms of their lease. The lease is a contract between owner and tenant. The City of San Bernardino, not being a party to that contract, cannot be held liable to the terms contained within the lease contract." Recommendation #36: The Integrated Waste Management Division should require Matrix Consulting Group Page 85 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division a deposit for all customers who do not own their property. Recommendation #37: As another alternative, the Division could require that all collection service be established in the name of the property owner, and hold the property owner accountable for payment of the collection service, should the tenant fail to pay. Recommendation #38: The Administrative Analyst II should develop a plan to deploy a deposit system for customers that do not own their property or a policy that would hold the property owner accountable for payment of the collection service, should the tenant fail to pay. (4) The Integrated Waste Division Should Charge A Disconnect and a Reconnect Fee For Customers Whose Service Was Terminated For Non- Payment. The Integrated Waste Division should charge a disconnect fee for those customers that are disconnected from solid waste collection service for failure to pay. This fee should reflect the costs of removing the customer from the H.T.E. utility billing system and retrieval of the container from the customer after non-payment. The Division should retrieve the waste containers from those customers that are disconnected for failure to pay. The Integrated Waste Division should charge a fee for reconnection of customers after disconnection for failure to pay for the costs of delivering the containers after service was restored, after the customer has paid the amount of debt owed by the customer, and the cost of re-entering the customer's data within the H.T.E. utility billing system. Recommendation #39: The Integrated Waste Division should charge a fee for reconnection of customers after disconnection for failure to pay. Recommendation #40: The Administrative Analyst II should proposal for consideration of the City Council to establish a fee for reconnection of customers after disconnection for failure to pay. Matrix Consulting Group Page 86 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division (5) The Integrated Waste Division Should Use a Wide Array of Tools To Recover Bad Debt. It has been the experience of the Matrix Consulting Group that 1% of the customers generates the problems with failure to pay for services. Their failure to pay, however, costs the other 99% whose fees must cover the cost of bad debt write-off. This is a disservice. The Integrated Waste Division should utilize all available tools to recover debt. This should include the tools noted below. • Liens. The Division should file a notice of the city's lien for garbage collection and disposal service with the County Auditor-Controller for those that own the property in those instances in which the property owner was the customer and failed to pay for the service. In instances in which the tenant failed to pay, the lien should be filed with the County Recorder. • Collection Agency. The Water Department uses a collection agency. The Integrated Waste Division should use the same collection agency. The Division should add a fee to the debt owed by the customer for the cost of collection by the collection agency. • State Franchise Tax Board. Another alternative that should be used is to refer accounts to the State Franchise Tax Board. Any income tax refunds for debtors would be subordinate to the amount of bad debt owed the Division. The Division has largely been passive in dealing with bad debt, accepting this bad debt as a cost of doing business. This is an unfair approach that burdens those customers that pay on time with the cost of this bad debt. The Division should adopt a more aggressive role in the collection of bad debt and use a complete set of tools to collect this debt. Recommendation #41: The Integrated Waste Management Division should use all of the tools available to collect bad debt including liens, a collection agency, and the State Franchise Tax Board. Matrix Consulting Group Page 87 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Recommendation #42: The Administrative Analyst II should work with the Finance Department to develop and deploy a full set of tools to collect bad debt including liens, a collection agency, and the State Franchise Tax Board. (6) The Integrated Waste Division Should Develop Performance Measures To Evaluate Its Effectiveness on Debt Collection. Days sales outstanding (DSO) is a gauge of credit-collection efficiency, with a low DSO meaning that the company is collecting its outstanding receivables quickly. The average DSO for US companies in 2005 was 40.5 days. Bad debt ratio is the ratio of annual uncollected revenue to total billed revenue. Uncollected revenue includes write-offs, delinquencies, and bankruptcies. A study by Chartwell Inc. showed that the percentage of write-offs to overall revenues for utilities was estimated at more than 0.5 percent. Individual ratios for utilities varied widely with some utilities having a ratio as high as 2% and as low as 0.15%. The Division should develop and utilize these measures to evaluate its own effectiveness in bad debt collection. Recommendation #43: The Integrated Waste Management Division should develop and use two performance measures to evaluate its own effectiveness in bad debt collection: days sales outstanding and bad debt ratio. Recommendation #44: The Administrative Analyst II should develop two performance measures to evaluate its own effectiveness in bad debt collection: days sales outstanding and bad debt ratio including the calculation of these measures for fiscal year 2008-09 and future fiscal years. 6. THE INTEGRATED WASTE DIVISION SHOULD ENHANCE THE EFFECTIVE USE OF THE H.T.E. UTILITY BILLING MODULE. The Customer Services Section has been frustrated with their ability to effectively utilize the H.T.E. utility billing module for refuse billing and collection. In fact, the Section is using a Microsoft Excel spreadsheet to track commercial roll-off accounts, and entering that data into the H.T.E. utility billing module at the end of the month. Matrix Consulting Group Page 88 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division The Business Plan developed by the R3 Consulting Group recommended the replacement of the module. The Matrix Consulting Group does not recommend the replacement of this module for several reasons as noted below. • The Water Department is effectively utilizing this billing module, and has indicated that it has no pans to replace the module in the short-term. The City should not acquire two utility billing modules: one for water and sewer and the other for refuse. • The Customer Services Section made half-hearted efforts to obtain training and to understand the H.T.E. utility billing module. The problems appear, in part, to be a lack of understanding of the module and insufficient training. The City of Sunnyvale is effectively utilizing the H.T.E. utility billing module including its use for commercial roll-offs. Other cities use this software for commercial roll-offs as well. The Integrated Waste Division should continue to utilize the H.T.E. utility billing module for residential and commercial refuse billing and collection. The effective deployment will require further effort, however, with SunGard H.T.E. to fully deploy this system, to train the staff of the Section in its use, and to provide some limited customization of the system to meet the needs of the Integrated Waste Management Division. Sunnyvale, in fact, contracted with SunGard for limited customization of the H.T.E. utility billing module. The City of Sunnyvale has offered to provide a web demonstration of its H.T.E. utility billing module; the Customer Services Section has not availed itself of that offer. Recommendation #45: The Integrated Waste Division should continue to utilize the H.T.E. utility billing module for residential and commercial refuse billing and collection. Recommendation #46: The Integrated Waste Division should contract with SunGard to provide further training to the Customer Services Section in the use and deployment of the H.T.E. utility billing module. The Administrative Analyst II Matrix Consulting Group Page 89 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division should manage the training of the Customer Services Section staff in the use of this module. Recommendation #47: The Integrated Waste Division should contract with SunGard to provide some limited customization of the H.T.E. utility billing module (e.g., commercial roll-offs). The Administrative Analyst II should manage the customization of the H.T.E. utility billing module working with the Water Department to assure compatibility. Recommendation #48: The Administrative Analyst II should arrange the web demonstration of the H.T.E. utility billing module by the City of Sunnyvale for the Customer Services Section. 7. THE INTEGRATED WASTE MANAGEMENT DIVISION SHOULD DEVELOP A BILLING, COLLECTION, AND REVENUE MANAGEMENT POLICY AND PROCEDURES MANUAL. The Customer Services Section has not developed a policy and procedures manual for the customer service that it provides, revenue management and debt collection. This manual should be developed. It should cover the basic and the unusual processes. In developing policies and procedures for the Section, all policies and procedures should be reviewed annually, short is better than long (it is not the quantity, but the quality of information that is the essential problem of the information age), and the policies should be available on the division's intranet site. This should facilitate easy updating. Recommendation #49: A policies and procedures manual should be developed for the Customer Services Section, Integrated Waste Management Division. Recommendation #50: The Administrative Analyst II should develop the policies and procedures manual for the Customer Services Section. Matrix Consulting Group Page 90 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division 8. THE CITY SHOULD AUTHORIZE A PERFORMANCE AUDITOR POSITION. The City lacks a Performance Auditor position. The City should authorize a Performance Auditor position within the Office of the City Manager. The most recent National Association of Local Government Auditors survey found public sector organizations had one (1) auditor for every 787 city or county-wide positions. The City of San Bernardino, with 1,181 authorized positions in fiscal year 2009-10, certainly warrants one (1) auditor position. The National Association of Local Government Auditors identified a number of benefits of an auditor position including the following: • Enhance accountability to taxpayers and bondholders; Build credibility with citizens, • Help ensure that public funds are spent only in the public interest; Help to earn and increase taxpayer confidence and respect for government; Provide an independent and objective perspective so that the City's decisions to expend public funds involve balanced and extensive information; Report audited results and outcomes of programs and services; Identify and discourage fraud through special reviews and presence in the organization; Verify compliance with policies, procedures, laws and regulations; Identify risk; Proactively prevent problems by evaluating controls through regular reviews of organizational activities: and • Review and appraise reliability of financial and operating information. Recommendation #51: The City should authorize a Performance Auditor position within the Office of the City Manager, and this position should be funded, initially, by the Integrated Waste Fund. Matrix Consulting Group Page 91 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division 7. ANALYSIS OF SOLID WASTE COLLECTION This chapter presents an analysis of solid waste collection services including residential, commercial roll-off and commercial front loader. 1. THE RESIDENTIAL REFUSE COLLECTION ROUTES SHOULD BE BALANCED IN THE SHORT-TERM, AND THE SIZE OF THE ROUTES INCREASED AS POPULATION GROWTH AND ANNEXATION OCCURS. The exhibit on the following page presents a sample of residential workload or four-week period. This four-week period included two weeks in July 2009 and two weeks in October 2009. Important points to note regarding the exhibit are presented below. Residential trash routes_ There was significant variation among the containers collected for each residential trash route. — The median number of containers collected for the residential trash routes was 800 containers. — The median number of containers collected for each route ranged from a low of 738 for route T-11 to a high of 894 for route T-6. — For almost 6% of the collection days for residential trash, the number of containers collected on routes exceeded 1,000. — For almost 17% of the collection days for residential trash, the number of containers collected on routes exceeded 900, but was less than 1,000. — For routes T-1 and T-6, the number of containers collected on collection days exceeded 900 (including days in excess of 1,000) for 50% of the collection days. Overall, there is significant variation in the number of containers collected in residential trash routes. The median number of containers varied by 21% from the route with the lowest median number of containers compared to the route with the highest median number of containers. The number of containers collected per route during this four-week period at the 25% quartile amounted to 694 versus 888 at the 75% quartile: this is a range of 28%. Matrix Consulting Group page 92 i R O rn N °i o ° m °ao °o'� m m o Y co o V 4 In co co N M V M O t K W O �+ N U d r 0 0 0 M w LO O O O M O O cn 0 O N M O r 3 (j c00 co r- w w N LO w N W u� N co cn O N r w c0 O � U d Y N ? 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E F m a0 0� n t- c co co M v> <o rn n n n r rn n n r O � LL Z M d � o N r o n o m m m o m o o N rn td r M co r r N M r N M o0 M W O W M V O M O O O N U m 00 O m T O] n c0 m m O) Q) m N O a1 W W o0 W O C O O (� O O O O N O u1 O O O 0 0 0 00 O O � O) O � O N N N M N � r N N O n v � � ` S � H n rn rn v ro �n v m n m co m rn n r N m r ao � 4t C O Y M N N O O a O) N 7 O n d) fD M n(O O OD W w R (� F M W O) O n W M do a) i 0 � O d d N O H O W O LO 0 0 co O O N O N 0 L t"7 2 m � H r n c0 n n v r m M v> v m co v io r co n n r oa z QW O W M O ° M 40 a0 V N M o r M N O N ro V O O N V M N M 4'J N It N O O O w a N M M o� a � n m m m m v m m m r e a m f� zi 2 � Q d O O N M oD O N n 0 0 Of Q O M n Cl) O M V 0 0 Ln m 1� 7 O O n 01 CO to O O m h m — Q C w d T " C m 0 0 7 d O O -' 0 0 7 co N C C 'O C V p A Oi d D ~ CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division • Residential recycling routes. There was significant variation among the containers collected for each residential recycling route. — The median number of containers collected for the residential recycling routes was 753 containers. — The median number of containers collected for each route ranged from a low of 589 for route R-5 to a high of 945 for route R-8. — For almost 16% of the collection days for residential recycling, the number of containers collected on routes exceeded 1,000. — For almost 12% of the collection days for residential recycling, the number of containers collected on routes exceeded 900, but was less than 1,000. — For routes R-2 and R-8, the number of residential recycling containers collected on collection days that exceeded 900 (including days in excess of 1,000) for 55% of the collection days. Overall, there is significant variation in the number of containers collected in residential recycling routes. The median number of containers varied by 64% from the route with the lowest median number of containers compared to the route with the highest median number of containers. The number of containers collected per route during this four-week period at the 25% quartile amounted to 609 versus 960 at the 75% quartile: this is a range of 58%. • Residential green (yard waste) routes. There was significant variation among the containers collected for each residential green (yard waste) route. — The median number of containers collected for the residential green (yard waste) routes was 643 containers. — The median number of containers collected for each route ranged from a low of 473 for route G-8 to a high of 779 for route G-1. — For almost 1% of the collection days for residential green (yard waste), the number of containers collected on routes exceeded 1,000. — For almost 1% of the collection days for residential green (yard waste), the number of containers collected on routes exceeded 900, but was less than 1,000. — For almost 11% of the collection days for residential green (yard waste), the number of containers collected on routes exceeded 800, but was less than 900. Matrix Consulting Group Page 96 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Overall, there is significant variation in the number of containers collected in residential green (yard waste). The median number of containers varied by 65% from the route with the lowest median number of containers compared to the route with the highest median number of containers. The number of containers collected per route during this four-week period at the 25% quartile amounted to 540 versus 747 at the 75% quartile: this is a range of 38%. • As noted in the Business Plan developed by the R3 Consulting Group, approximately 30% of residential and commercial vehicles deliver loads that are over 11 tons and potentially over the legal street limit.5 This appears to continue to be a problem, particularly with the trash routes. Operators typically take two loads to the landfill each day. This appears to be a problem with the incentives created by the incentive plan. Operators are provided with the opportunity to end their workday upon completion of their route. The Integrated Waste Division should take two actions to address these challenges, one short-term and the other longer-term. This first step should be to balance the residential trash, recycling, and green (yard) waste routes using the Division's computer modeling software: RouteSmart. With a constantly shifting population base and increased waste stream fragmentation among trash, recycling, and green waste, the analysis and balancing of routes is needed to keep costs down. Communities that haven't evaluated collection routes within the last two years, such as San Bernardino, likely are not operating as efficiently as possible. Effective route management can reduce labor and vehicle needs, balance workloads, reduce overtime demands and allow for workload adjustments during periods of seasonal waste variation. The design of the routes should have two interconnecting phases: macro and micro. • Macro routing focuses on the entire geographic area to be served by all vehicles and by each individual crew in one collection day. • Micro routing hones in on each individual vehicle's specific path for each route. 5 Business Plan for the Integrated Waste Management Division, R3 Consulting Group, May 2008, page 4. Matrix Consulting Group page 97 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Many communities use macro routing to determine basic route size and operation region, but let the drivers determine the exact route based on their daily experiences. In small communities, this method may be sufficient. However, there are several key benefits for San Bernardino of micro routing: • Micro routing minimizes accidents by limiting dangerous left turns; • Micro routing increases customer satisfaction by ensuring that different collection crews will consistently service each route segment using the same specific path; • Micro routing minimizes property and personal injury resulting from reversing vehicles down streets; Micro routing minimizes productivity loss due to absenteeism since substitute drivers may lose time while calculating the best path route; and • Micro routing helps the Operations Manager and Operations Supervisors predict, with reasonable accuracy, where the Operator will be at a given time. Despite the planning and research involved, micro routing enables the route manager to maximize crew safety and time efficiency. The goal of macro and micro route design is a balance between the number of households and containers served per route, weight collected, time requirements and distance between customers and landfills. The most overlooked basic data needs required of both routing include the number of households served (total and per route) and the average set-out rate per route/per collection day. The first step in deploying the route management software is defining collection service areas that are well balanced. As a starting point, the Division should consider total customers served, multiplied by collections per week, divided by collection days. The Division should make sure it knows the number of customers served in each area (e.g., street sweeper districts). After these factors have been determined, the Division Matrix Consulting Group Page 98 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division should divide the collection service areas (street sweeping districts) into individual routes (work per truck / crew per day). In this step, the Division will need to know: • House / customer count data on a block-by-block basis; • Available collection vehicles; • Average set-out rates (and differences by region, if known); • Average weights per set-out (and differences by region, if known); • Time required per stop (including travel between customers); • Non-productive time (to route, to landfill locations, to corporation yard, etc.); • The maximum number of customers that can reasonably be served by each type of vehicle / crew combination, accounting for differences in collected materials, vehicle capacity, compaction ratios, vehicle age/reliability, and crew size. Based on this data, the computer model should be used design path routes, using heuristic routing guidelines, keeping in mind the location of one-way streets, dead-ends and other topographic or traffic-related features that affect heuristic route design. Finally, the routes should be driven to test for practicality. The City of Folsom used RouteSmart to balance its collection route workloads, and balance the material collected and delivered to the landfill or the Materials Recovery Facility. It took seven (7) months to complete the route balancing using RouteSmart. The City of San Diego uses RouteSmart to improve its efficiency and productivity, to plan routes using a measurement system based upon the number of homes or service stops pre route hour. The total number of routes was reduced. Balancing routes using RouteSmart is the first step. That should be done in fiscal year 2010-11. The Integrated Waste Operations Manager, the Administrative Analyst II, the Integrated Waste Operations Supervisors, and three to five Integrated Waste Matrix Consulting Group Page 99 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Operators should participate as a team in completing the balancing of the routes. This would first require training by RouteSmart in the use of the software. After the training, the Division should utilize the RouteSmart Production Lab to provide initial assistance in the application and use of the software. Using Production Lab, RouteSmart itself creates optimized dispatch plans with balanced routes and minimal total travel time for servicing stops. The Division would simply provide the data and the appropriate staff. This should be done for the first several routes until the Division becomes familiar and comfortable with the features of the system. The second step is increasing the size of the routes to meet benchmarks. The Matrix Consulting Group uses a benchmark for the route size of residential trash, green, and recycling collection of 875 to 1,125 containers for a 10-hour workday. The actual route sizes are smaller than this benchmark. It should be noted that the R3 Consulting Group cited a benchmark of 700 to 800 accounts per day at 23 to 27 seconds per stop.6 That would be sufficient for no more than six (6) hours of collection work in a workday. The Matrix Consulting Group believes that this benchmark was based upon an 8-hour workday, which the R3 Consulting Group was recommending. The benchmark cited by the Matrix Consulting Group is for a 10-hour workday, the current work schedule utilized for the Division. At 23 to 27 seconds per stop, the benchmark cited by the Matrix Consulting Group would result in five and one-half (5.5) to eight and one-half(8.5) hours of collection work in a 10-hour workday. The Matrix Consulting Group recommends that routes be sized at not less than 1,000 containers per workday. This benchmark indicates the capacity for the existing level of authorized positions within residential refuse collection to absorb growth. That e Business Plan for the Integrated Waste Management Division, R3 Consulting Group. May 2008, page 6. Matrix Consulting Group Page 100 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division capacity amounts to approximately 26% for residential trash, 33% for residential recycling, and 56% for residential green waste. This should not occur immediately, but rather as a result of the population growth and annexations that occur over the next several years. It is more important in the short-term to balance routes than focus on route size. Recommendation #52: The Integrated Waste Division should balance the residential trash, recycling, and green waste routes in fiscal year 2010-11 using RouteSmart software. This balancing should occur at the macro and micro-level. Recommendation #53: The Integrated Waste Operations Manager, the Administrative Analyst II, the Integrated Waste Operations Supervisors, and three to five Integrated Waste Operators should participate as a team in completing the balancing of the routes. Recommendation #54: The Integrated Waste Division should obtain training by RouteSmart In the use of the software. After the training, the Division should utilize the RouteSmart Production Lab to provide initial assistance in the application and use of the software. 2. THE COMMERCIAL FRONT LOADER REFUSE COLLECTION ROUTES SHOULD BE BALANCED IN THE SHORT-TERM, AND INCREASE THE NUMBER OF ROUTES TO BRING WORKLOAD PER ROUTE WITHIN BENCHMARKS. The table below presents a sample of commercial front loader workload for a four-week period. This four-week period included two weeks in July 2009 and two weeks in October 2009. Route Monday Tuesday Wednesday Thursda Frida Saturda Median C-1 160 138 152 138 154 - 145 C-2 140 105 130 130 130 - 130 C-3 165 123 138 114 139 - 131 C4 136 139 130 134 116 - 132 C-5 130 125 125 120 128 125 C-6 130 125 133 118 140 127 C-7 143 130 129 114 137 129 C-8 153 124 110 122 133 123 C-9 115 123 119 120 130 120 Matrix Consulting Group Page 101 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Route Monday Tuesday Wednesday Thursday Friday Saturday Median C-10 140 123 128 118 145 125 C-11 139 103 119 104 112 108 C-12 44 - 28 - - - - C-13 - - 91 C-14 - - - - 95 C-15 108 80 58 88 99 84 Important points to note regarding the table are presented below. • The median number of containers collected per route was 126 containers during this four-week sample. • Route C-15 is a recycling route, and should not be considered in terms of its capacity to absorb additional trash workload. • The median number of containers collected per day varied somewhat among the commercial front loader routes. The median ranged from 108 containers for route C-11 to 145 containers for route C-1, a range of 34%. • The number of containers collected per day on any of the commercial front loader routes amounted to 115 containers at the 25`h percentile and 138 containers at the 75`h percentile, a range of 20%. The Matrix Consulting Group uses a benchmark of 120 containers and 725 cubic yards collected for an 8-hour workday for commercial front loaders. The Operators assigned to front loaders are exceeding that benchmark at the median. Two actions need to be taken to address this problem. First, the commercial front loader routes should be balanced using much the same approach recommended earlier for the residential routes. Secondly, additional routes should be established on Monday and Friday, and the twelfth route should operate Monday through Friday as a full route. (While there is a route C-12, it does not appear to function every day of the week and does not appear to function as a full route when a twelfth route is utilized). A total of fourteen (14) routes would be required on Monday and thirteen (13) on Friday. Matrix Consulting Group Page 102 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division The Matrix Consulting Group is not recommending additional staff to enable the establishment of these additional routes. Other measures, recommended in the subsequent section of this chapter, would enable the re-allocation of Operators to establish these additional routes. The Matrix Consulting Group is not recommending additional commercial front loaders. The Division has a spare ratio of 75%. However, the Matrix Consulting Group is recommending the replacement of those front loaders that exceed replacement guidelines so that the age of all front-line front loaders is less than the replacement guideline. In addition, the Matrix Consulting Group is recommending that all commercial front loaders be specified as low cab forward (LCF) chassis. Recommendation #55: The Integrated waste Management Division should balance the commercial front loader routes using much the same approach recommended earlier for the residential routes. Recommendation #56: Additional routes should be established on Monday and Friday, and the twelfth route should operate Monday through Friday as a full route. (While there is a route C-12, it does not appear to function every day of the week and does not appear to function as a full route when a twelfth route is utilized). A total of fourteen (14) routes would be required on Monday and thirteen (13) on Friday. 3. THE CITY SHOULD LARGELY UTILIZE 1-PERSON CREWS FOR COMMERCIAL FRONT LOADER TRUCKS. 2-person crews are utilized for commercial front loader refuse collection with some exceptions. Based upon a five-week sample in June and July 2009, route C-4 uses a 1-person crew for 92% of the collection days Monday through Friday, route C-3 uses a 1-person crew for 68% of the collection days Monday through Friday, and route C-2 uses a 1-person crew for 24% of the collection days Monday through Friday. All of the routes should be converted to 1-person collection crews. The Business Matrix Consulting Group Page 103 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Plan prepared by the R3 Consulting Group recommended that the Division "minimize the number of two-person commercial routes and reassign the 'extra' drivers to residential collection (estimated 5 to 6 drivers."7 The Collection Operations Review prepared by the R3 Consulting Group was more specific. It noted that "the City currently uses two-person crews on all commercial front-loader routes. While we are aware of other operations that use two-person crews, one-person crews are the industry standard for commercial front-loader routes. Based on our field observations, it appears that there is significant potential to reroute the commercial collection system to incorporate one-person routes. While our audit did not identify any commercial accounts that clearly require two-person crews, in any cases where two-person crews may be required to service specific accounts, The City would likely benefit from establishing a dedicated route(s) to service those accounts rather than staffing all commercial front- loader routes with two-person crews to handle such requirements."8 The R3 Consulting group recommended standards for determining front-end loader crew size. These standards included accounts with vertical compactor units, bins over 4 cubic yards, bins on soft service (e.g., gravel), container must be pushed up or down an incline, excessively heavy bins and excessive daily route workloads. The R3 Consulting Group recommended that the initial decision as to which accounts warrant two-person crews rest with the route auditor/ supervisor.9 There are twenty-eight Operator positions allocated to commercial front loader trash collection. The conversion to 1-person front loader routes could significantly benefit the commercial customers served by the City by enabling a reduction in Business Plan for the Integrated Waste Management Division, R3 Consulting Group, May 2008, page 9. s Collection Operations Review, R3 Consulting Group,August 2005, pages 4 and 5 e Collection Operations Review, R3 Consulting Group,August 2005, pages A-3 and A-4. Matrix Consulting Group Page 104 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division commercial trash collection rates or the provision of additional services such as expanded recycling at no additional cost to the commercial customers. The Division should continue to convert commercial front loader routes to 1- person crews. This conversion should be accomplished by the Operations Supervisor in consultation with the Operators for these routes. Each route should be audited. In situations where backing the front loader truck could be dangerous or the bin is located down an incline, the Operations Supervisor should arrange for the two (2) Equipment Service Workers to pull the bin out for easier collection by the front loader, and place the bin back after the trash has been collected. It should be noted that no such arrangements have been made for the first three routes that have been converted to 1- person crews. One critical factor to enable the conversion of these routes to 1-person crews is the use of low cab forward (LCF) chassis front loaders. All of the commercial front loaders acquired by the City should be low cab forward (LCF) chassis. Recommendation #57: The Integrated Waste Management Division should continue to convert commercial front loader routes to 1-person crews. Recommendation #58: This conversion should be accomplished by the Operations Supervisor in consultation with the Operators for these routes. Recommendation #59: Each commercial front loader route should be audited. In situations where backing the front loader truck could be dangerous or the bin is located down an incline, the Operations Supervisor should arrange for the two (2) Equipment Service Workers to pull the bin out for easier collection by the front loader, and place the bin back after the trash has been collected. Recommendation #60: All of the commercial front loaders acquired by the City should be low cab forward (LCF) chassis. Recommendation #61: The City should utilize the conversion to 1-person front loader routes to benefit the commercial customers served by the City by reducing commercial trash collection rates or providing additional services such as Matrix Consulting Group Page 105 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division expanded recycling at no additional cost to the commercial customers. 4. THE DIVISION SHOULD ADDRESS THE POTENTIAL FOR AUTOMATED SIDE LOADER AND FRONT LOADER TRUCKS TO EXCEED LEGAL WEIGHT LIMITS. Refuse collection trucks have legal limits that refuse collectors — public or private — must comply with. The California Highway patrol can and may cite operators with overweight vehicles at the landfill if those vehicles exceed their weight limitations. As noted in the Business Plan developed by the R3 Consulting Group, approximately 30% of residential and commercial vehicles deliver loads that are over 11 tons and potentially over the legal street limit.10 This appears to continue to be a problem, particularly with the residential trash routes. Operators typically take two loads to the landfill each day, but residential trash routes still routinely exceed 11 tons. This appears to be a problem with the incentives created by the incentive plan. Operators are provided with the opportunity to end their workday upon completion of their route. However, trucks can be specified to carry that weight (11 tons) and more. This problem also occurs with some commercial front loader Operators and not others. It appears to be a problem with routes C-2, C-3, and C-7 on Monday and C-1, C- 4, C-5, and C-8 on Friday. These Operators are taking the collected waste to the landfill twice a day. However, it does not appear to be a problem during other days of the week. The Division should address these problems with vehicles potentially exceeding weight limits. The recommended steps are presented below. • The weight limits in refuse collection vehicles should be specified to limit the number of trips to the landfill. Each trip an Operator makes to the landfill is unproductive time — time not spent collecting trash, recycling, or green waste. It is in the City's interest to minimize the number of trips. The City of Phoenix learned this lesson during its managed competition for residential trash 0 Business Plan for the Integrated Waste Management Division, R3 Consulting Group, May 2008, page 4 Matrix Consulting Group Page 106 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division collection. It learned that larger capacity automated side loaders enabled larger route sizes. This same approach should be utilized in San Bernardino. The weight limits of the collection trucks, particularly the automated side loaders and the commercial front loaders, should be specified to carry not less than 11 tons. • Integrated Waste Operation Supervisors and the Operators should be held accountable for complying with the legal weight limits of the collection vehicles. The Business Plan prepared by the R3 Consulting Group recommended that: — Supervisors and Operators should review and monitor all current routes to determine maximum load points and eliminate vehicle overweight's; — All trucks that currently have "on board scales" should be calibrated and operations; — All Operators should be trained in the operation of"on board scales"; — Establish and enforce a formal overweight policy; and — Overweight loads should be documented daily by the Supervisor and Operator to determine the cause and method of prevention." Recommendation #62: Integrated Waste Operation Supervisors and the Operators should be held accountable for complying with the legal weight limits of the collection vehicles. Recommendation #63: The development of specifications for collection trucks by the Fleet Services Division should include the participation of representative Operators and Supervisors from the Integrated Waste Division. " Business Plan for the Integrated Waste Management Division, R3 Consulting Group, May 2008, page 7 Matrix Consulting Group Page 107 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division 5. THE INTEGRATED WASTE MANAGEMENT DIVISION SHOULD BALANCE THE COMMERCIAL ROLL-OFF ROUTES, MODIFY THE METHODOLOGY FOR COLLECTION OF ROLL-OFF CONTAINERS, AND INCREASE ROUTE SIZES. The tables below present a sample of commercial roll-off workload or four-week period. This four-week period included two weeks in July 2009 and two weeks in October 2009. Total Roll-Off Containers Collected By Day of Week Week Of 26-Oct 19-Oct 6-Jul 13-Jul Median Monday 31 34 27 24 29.0 Tuesday 31 37 20 34 32.5 Wednesday 33 42 41 N/A 37.0 Thursday 36 31 33 37 34.5 Friday 43 42 38 1 42 42.0 Total Roll-Off Routes By Day of Week Week Of; 26-Oct 19-Oct 6-Jul 13-Jul Median Monday 7 6 5 5 5.5 Tuesday 7 7 4 7 7.0 Wednesday 7 6 7 N/A 7.0 Thursday 8 7 6 7 7.0 Friday 8 9 7 7 7.5 Average Number of Containers Per Route Week Of: 26-6ct 19-Oct 6-Jul 13-Jul Median M4.43 5.67 5.40 4.80 5.1 4.43 5.29 5.00 4.86 4.9 4.71 7.00 5.86 N/A 5.9 4.50 4.43 5.50 529 4.9 5.38 4.67 5.43 6.00 5.4 Important points to note regarding the data contained in the three tables are presented below. • The median number of roll-off containers collected by all of the roll-off Operators by day of week ranged from a low of 29 on Monday to a high of 42 on Friday. The actual number ranged from a low of 20 containers on Tuesday during the Matrix Consulting Group Page 108 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division week of July 6`h to a high of 43 containers on Friday during the week of October 26`h. • The median number of roll-off collection routes ranged from a low of 5.5 on Monday to a high of 7.5 on Friday. The actual number ranged from a low of 4 routes on Tuesday during the week of July 6th to a high of 9 routes on Friday during the week of October 19th. The average number of containers per route ranges from a low of 4.43 containers on Monday and Tuesday the week of October 26th, and Thursday the week of October 19th to a high of 7 containers on Wednesday during the week of October 19th. Overall, the average ranged from a low of 4.9 containers per route on Tuesday and Thursday to a high of 5.9 containers per route on Wednesday. The median number of containers collected per route during this four-week period was 5 containers. • The number of containers collected per route per day at the 25th percentile was 4 containers. The number of containers collected per route per day at the 75th percentile was 6 containers. This is a range of 50%. The Matrix Consulting Group uses a benchmark of 10 containers for an 8-hour workday. The R3 Consulting Group used a benchmark of 8 to 10 "pulls" a day. The Operators for commercial roll-off trucks are not meeting either of these benchmarks with rare exceptions. On the average, the Operators for commercial roll-off trucks are at 50% to 75% of this benchmark. The Division should take three steps to address this problem. The first step is to change the methods for collecting commercial roll-off waste. A comparison of the existing and proposed methodology is presented below. • At the present time, the commercial roll-off Operators drive to each roll-off container location twice. The first visit is to pick up the container, take the container to the landfill, and dump the waste from the container. The second visit is to bring the empty container back to the site. • The more efficient methodology would be to bring an empty container to the first container site, leave that empty container at that site, take the full container to the landfill and dump the waste from the container, and then take that empty container to the second site. Under this approach, the Operator would visit the first site twice, but all subsequent sites only once. Matrix Consulting Group Page 109 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division The second step would be to balance the commercial roll-off routes. The approach that should be used to balance these roll-off routes should be much the same as mentioned for residential routes. The variation between routes is significant, and should be addressed. The third step should be to increase the size of the routes to not less than 8 roll- off containers per day. Based upon the four-week sample in July and October 2009, approximately four (4) to five (5) Operators and routes would be required on a daily basis. This compares to the seven routes that exist at the present time. This represents an unused capacity amounting to 29% to 33%. Overall, the staffing of the commercial roll-off line of business exceeds the workload. This is due, in part, to a labor-intensive work methodology. Recommendation #64: The Integrated Waste Management Division should utilize a more efficient methodology for collection of roll-off containers. bring an empty container to the first container site, leave that empty container at that site, take the full container to the landfill and dump the waste from the container, and then take that empty container to the second site. Recommendation #65: The Integrated Waste Management Division should balance their commercial roll-off routes. Recommendation #66: The Integrated Waste Division should increase the increase the size of the commercial roll-off routes to not less than 8 roll-off containers per day. 6. THE INTEGRATED WASTE DIVISION SHOULD DEVELOP A FIVE-YEAR REPLACEMENT PLAN FOR ITS FLEET AND SHOULD REPLACE EIGHT COLLECTION TRUCKS IN FISCAL YEAR 2010-11. Planning for the replacement of the Division's fleet is a matter of prudent financial management. In its more basic form, the development of a five-year replacement plan is no more than a schedule listing the specific equipment proposed for replacement in Matrix Consulting Group Page 110 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division order of priority, together with cost estimates and the proposed method to finance them (i.e., guaranteed buyback, purchase, etc.). The five-year replacement plan would not be static. It would be updated each fiscal year to reflect changing priorities, changing maintenance and repair costs, unexpected component failures, etc. The five-year replacement plan should identify the specific equipment to be replaced, the year in which it would be replaced, the amount proposed to be expended each year, and the proposed method of financing the replacement of the equipment. The Division does not have the fiscal ability to replace every piece of equipment solely based on the age of a vehicle. Rather, the Division will have to balance priorities for replacement within the financial resources avaiiabie. The five-year replacement plan Is an important tool to evaluate whether the balancing of these priorities against the limited financial resources will result in an aging, expensive-to-maintain fleet and replacement rates need to be increased. The Division has replaced much of its fleet in the past few years. Even given this replacement, there are a number of factors that suggest that there is still aspects of the fleet that need to be replaced. These factors are presented below. • One third of the automated side loader fleet exceeds the replacement cycle of seven (7) years for the fleet. Only two 2009 automated side loaders are in the fleet and only one 2008 automated side loader. • The average age of the fleet is 5.4 years. The age of one-third of the fleet exceeds 9 years. Only 25 automated side loaders are less than 7 years if age; there are 28 residential trash, recycling, and green waste routes. • 57% of the commercial front loader fleet exceeds the replacement cycle of seven (7) years. Only nine commercial front loaders are in the fleet with an age less than 7 years. Matrix Consulting Group Page 111 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division • The average age of the commercial front loader fleet exceeds the replacement guideline. The average age of the fleet is 7.3 years. This exceeds the replacement cycle. • 15% of the commercial roll off trucks exceeds the replacement cycle of ten (10) years. • The average age of the commercial roll off fleet is 7.5 years. These factors suggest that aspects of the Division's fleet need to be replaced in the short-term, particularly the commercial front loader fleet. The Integrated Waste Management Division should prepare this five-year replacement plan for the review of the Fleet Services Division, and the Public Services Director. Overall, the Division should replace not less than four (4) automated side loader trucks a year, one (1) to two (2) commercial front loader trucks a year, and one (1) to two (2) commercial roll-off trucks every other year. Recommendation #67: The Integrated Waste Management Division should prepare a five-year replacement plan for its fleet of solid waste collection vehicles. Recommendation #68: The Administrative Analyst II should prepare the five-year replacement plan for the Integrated Waste Management Division. Recommendation #69: In fiscal year 2010-11, the Integrated Waste Division should replace not less than three (3) commercial front loader trucks, four (4) automated side loader trucks, and one (1) commercial roll-off trucks. Lease- purchase financing should be used for the replacement of this equipment. 7. THE INTEGRATED WASTE OPERATOR CLASS SPECIFICATION SHOULD BE MODIFIED. At the present time, the Integrated Waste Management Division uses two different classifications for operation of its equipment: Integrated Waste Operator and Senior Integrated Waste Operator. The Integrated Waste Operator can "flex' up to the Matrix Consulting Group Page 112 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Senior Integrated Waste Operator based upon demonstration of the appropriate skills and knowledge as demonstrated in tests for the classification. However, the Integrated Waste Operator is not required to "flex" to the Senior Integrated Waste Operator. While the Senior Integrated Waste Operator can operate all of the equipment utilized by the Division — automated side loaders, commercial front loaders, and commercial roll-off trucks — the Integrated Waste Operator can not operate the full range of equipment due to the class of driver's license held by the Integrated Waste Operator. This is an unusual situation. it limits managerial and supervisory flexibility. It is unusual in that many other cities require the operator to obtain the appropriate license within 12 months of hire or to possess the license at hire. Santa Monica, for example, requires for its Solid Waste Equipment Operator a Class B California Driver's License. The major duties include "operates various solid waste vehicles, including automated side loaders, front-end loaders, rear loaders, fork lifts, skip loaders, stake bed trucks, pick up trucks and other vehicles used to collect solid waste and recyclable materials." The City should modify the classification for Senior Integrated Waste Operator and Integrated Waste Operator. It should consolidate these two classifications, and require a valid California Class B Driver's license at hire. Existing incumbents of the Integrated Waste Operator should be exempt from this requirement, but still able to "flex" up to Senior Integrated Waste Operator. Recommendation #70: The City should modify the classification for Senior Integrated Waste Operator and Integrated Waste Operator. It should consolidate these two classifications, and require a valid California Class B Driver's license at hire. Matrix Consulting Group Page 113 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Recommendation #71: Existing incumbents of the Integrated Waste Operator should be exempt from this requirement, but still able to "flex" up to Senior Integrated Waste Operator. 8. THE FLEET SERVICES DIVISION SHOULD DEDICATE MECHANICS TO THE MAINTENANCE OF SOLID WASTE COLLECTION VEHICLES. At present, the Fleet Services Division utilizes a "generalist" approach to the deployment of its mechanics. The Division is authorized two (2) Equipment Service Workers, nineteen (19) Equipment Mechanic I / ll's, a Fleet Fabrication Welder, and two (2) Equipment Maintenance Supervisor positions (excluding six administrative support, p[arts, and managerial positions). The Fleet Services Division has not established a "line" of Equipment Service Workers and Equipment Mechanic i / !i's that are largely allocated to the maintenance and repair of solid waste collection vehicles. The Division should establish this "line". Based upon an application of vehicle equivalency units by the Matrix Consulting Group to the existing fleet, approximately six (6) positions should be allocated to the maintenance and repair of automated side loaders, commercial front loaders, and commercial roll-off trucks. This would approximate four (4) to five (5) Equipment Mechanic II's. The Fleet Fabrication Welder should also be assigned to the fabrications and welding repair of automated side loaders, commercial front loaders, and commercial roll-off trucks. The assignment of these staff to the maintenance and repair of automated side loaders, commercial front loaders, and commercial roll-off trucks should be a primary role, but not exclusive. Matrix Consulting Group Page 114 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division One of these four (4) to five (5) Equipment Mechanic II positions should be classified as a Lead Equipment Mechanic with a higher level of compensation that Equipment Mechanic II. These four Equipment Mechanic and Lead Equipment Mechanic positions should be assigned to the swing shift. Recommendation #72: The Fleet Services Division should establish a "line" of Equipment Mechanic I / II's that are largely allocated to the maintenance and repair of automated side loaders, commercial front loaders, and commercial roll- off trucks. Recommendation #73: This line should include approximately four (4) to five (5) Equipment Mechanic II's. Recommendation #74: One of these four (4) to five (5) Equipment Mechanic II positions should be classified as a Lead Equipment Mechanic with a higher level of compensation that Equipment Mechanic ii. Recommendation #75: These four (4) Equipment Mechanic and Lead Equipment Mechanic positions should be assigned to the swing shift. 9. THE MOBILE MECHANIC SHOULD BE PROVIDED WITH A PORTABLE RADIO AND HIS / HER OWN RADIO CHANNEL. One of the concerns raised by employees during the course of this study was the ability of the Operators to communicate with the mobile mechanic from the Fleet Services Division. When breakdowns occur in the field, the Operators need to be able to communicate with the mobile mechanic directly regarding the nature and extent of the problem so that the mobile mechanic has the proper tools, parts, and preparation to make the repair. To enable the Fleet Services Division to address this challenge, the Division should provide the mobile mechanic with his / her own portable radio, a dedicated channel, and advertise that availability to the Operators of the Integrated Waste Matrix Consulting Group Page 115 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Management Division (as well as other customers in other organizational units of the City with a consistent need to access to the mobile mechanic). Recommendation #76: The Fleet Services Division should provide the mobile mechanic with his / her own portable radio, a dedicated channel, and advertise that availability to the Operators of the Integrated Waste Management Division (as well as other customers in other organizational units of the City with a consistent need to access to the mobile mechanic). 10. THE FLEET SERVICES DIVISION SHOULD DEVELOP AND IMPLEMENT A PLAN TO REDUCE DOWNTIME FOR SOLID WASTE COLLECTION VEHICLES. The Collection Operations Review completed by the R3 Consulting Group noted problems with availability of solid waste collection trucks.t2 The report noted vehicle availability was 65% and 52% for front loaders on the dates sampled, and 68% and 71% for automated side loaders. The report noted that vehicle availability in the range of 80% to 90% is considered to bean industry standard. The extent of downtime still appears to be a problem despite replacing much of the fleet assigned to the Integrated Waste Division. For example, on October 23`d: • 4 of the 21 commercial front loader trucks were down or 19% - within the vehicle availability benchmarks of 80% to 90% availability; • 4 of the 13 commercial roll-off trucks were down or 31% - exceeding the benchmarks of 80% to 90% availability; and • 12 of 28 automated side loaders were down or 43% - exceeding the benchmarks of 80% to 90% availability Overall, despite a significant investment by the City in replacing its solid waste collection trucks, the downtime still exceeds benchmarks. At the same time, the extent of solid waste collection truck "spares" exceeds benchmarks by a significant extent. The spare ratio for automated side loaders is 36% " R3 Consulting Group, Collection Operations Review,August 2005, page 5 Matrix Consulting Group Page 116 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division versus the benchmark of 20% to 25%. The spare ratio for commercial front loaders is 75%. However, any reduction in this spare ratio can only be made after the problem with downtime is addressed. The Fleet Services manager should develop a plan for addressing this problem for the review and consideration of the Public Services Director. This plan should identify how the Fleet Services Division Manager plans on reducing the extent of downtime. This plan should include the elements noted below. • Replacing those "front line" solid waste collection trucks that still exceed the replacement cycle, and continuing to replace those vehicles on an ongoing basis so that the average age of the fleet is one-half of the replacement cycle. As noted previously, 33% of the automated side loader fleet exceeds the replacement cycle of seven years. 57% of the commercial front loader fleet exceeds the replacement cycle of seven years. Moving more of the maintenance and repair work to the swing shift. There • is no downtime if the truck is taken off the line after the end of the collection day and returned to service before the next collection day begins. This would require that all preventive maintenance for solid waste collection trucks be moved to the swing shift and much of the repairs, and would probably require shifting the solid waste collection truck "line' to the swing shift. • Evaluating the balance of mechanics to workload. The Fleet Services Manager should evaluate the workload of the fleet using vehicle equivalency units to determine whether there is sufficient number of mechanics to maintain and repair the City's fleet. • Reducing the spare ratio for solid waste collection trucks. This reduction should be made after the "front line" collection trucks have been replaced so that all of the "front line" collection trucks are within the replacement cycle, and after the problem with downtime, particularly for automated side loader trucks, has been addressed. For example, the number of spares for automated side loader trucks should amount to 7 and not the existing 12. The extent of downtime for these solid waste collection trucks can set off a chain reaction that can lead to missed routes, uncollected trash and recyclables, and angry residents. The Division has mitigated that risk by using a high spare ratio. Another Matrix Consulting Group Page 117 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division alternative is to assure that all "front line" trucks are within the replacement cycle, that much of the maintenance and repair work for these trucks occurs during the swing shift, and that sufficient number of mechanics is available. Recommendation #77: The Fleet Services Manager should develop a plan for addressing the problem with solid waste collection equipment downtime for the review and consideration of the Public Services Director. 10. THE FLEET SERVICES DIVISION AND THE INTEGRATED WASTE DIVISION SHOULD DEVELOP A SERVICE LEVEL AGREEMENT REGARDING THE MAINTENANCE, REPAIR, AND REPLACEMENT OF THE FLEET ASSIGNED TO THE INTEGRATED WASTE DIVISION. Good customer service management stems from an acute sensitivity to the needs and concerns of fleet users, and manifests itself in a set of communication, decision- making, reporting, and feedback processes which encourage fleet users to actively participate in the management, and not simply the use, of vehicles and equipment. A clear understanding of the needs and concerns of customers is also critical to effectively running a fleet management organization. The understanding by the Fleet Services Division of its customers' needs should not be based solely on informal communication. The lack of a formal customer communication infrastructure can limit its ability to quickly revise its service practices to keep pace with changes in its customers' service needs. Relevant information may be lost or misinterpreted if communicated only through informal channels. In addition, the lack of a formal communication process can prevent the Fleet Services Division from gathering consistent information with which to evaluate customer satisfaction with its services. One way to improve customer communication and relations is through the development of detailed service agreements. These agreements should include a description of service procedures, prices and billing procedures, repair priorities, repair Matrix Consulting Group Page 118 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division authorization limits, performance standards, contact persons, and customer responsibilities. The agreements provide customers with a better understanding of the range of services offered by the fleet services organization and how to access these services. They also establish a clear understanding of how the fleet organization's performance should be judged. A sample service level agreement is presented in appendix — 1. Recommendation #78: The Fleet Services Division should develop and adopt service level agreements with the Integrated Waste Management Division. 11. THE FLEET SERVICES DIVISION AND THE INTEGRATED WASTE DIVISION SHOULD MUTUALLY DEVELOP MEASURES FOR THE PERFORMANCE OF THE FLEET SERVICES DIVISION. Performance measures enable a fleet management organization to answer the question, "How do we know whether we are doing a good job?" Many organizations simply focus on budgetary performance. Performance measures can: • Emphasize fleet management strengths (prove fleet management is doing a good job); • Identify areas where fleet management needs to improve; • Help fleet management achieve future performance improvement; and • Help fleet management make an objective case for more (or fewer) resources. If a fleet organization can't communicate its performance to top management, there is a significant danger that management will not understand the overall value of the services being provided. Performance measures and reports are not just for upper management. They are also important tools to communicate with fleet "customers" as well to improve communication with its customers and to demonstrate the value of the services that it Matrix Consulting Group Page 119 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division provides. Fleets can usually use the following categories to begin defining specific performance measures and reports: • Cost; • Quality of Service; • Timeliness of Service; • Customer Satisfaction; • Safety; • Regulatory Compliance; • Fleet Utilization; and • Fleet Appearance. Top management typically needs high-level information which can impact overall organizational performance. Customers will probably care more about the timeliness and quality of service they receive ("I want my vehicle fixed quickly and correctly"). Employees of the Fleet Services Division need to know what people think of their work (quality, timeliness, customer satisfaction). A description of proposed additional performance measures for the Fleet Services Division is presented in the appendix - 2. The Division should report its performance for these measures to the Integrated Waste Management Division on a monthly basis. Recommendation #79: The Fleet Services Division should develop performance measures and report on a monthly basis their accomplishment to the Integrated Waste Management Division. Matrix Consulting Group Page 120 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division 11. MODIFICATIONS SHOULD BE MADE TO THE LNG FUELING STATION. During the course of the study, Operators within the Integrated Waste Management Division identified a number of challenges to the LNG fueling station located at the City's corporation yard. These challenges are presented below. • LNG fuel deliveries should be made at a time when it is unlikely that the City's equipment operators will need to refuel their vehicles. The Fleet Services Manager should coordinate delivery times with the LNG fuel delivery company so that deliveries occur later in the workday (e.g., after 4 p.m.). • There is only one (1) LNG fueling station. There are over 80 solid waste collection trucks. It is a "circus" when all of the Operators are trying to refuel their trucks. At a minimum, a second fueling station should be added. • The LNG fueling station needs a canopy. The LNG nozzle seal leaks. this problem is apparently caused by water. It is an OSHA problem. And in any case, Operators should be provided with coverage from inclement weather when fueling their trucks. These measures should be addressed to reduce complications that Operators encounter in refueling their solid waste collection trucks. Recommendation #80: The Fleet Services Manager should coordinate delivery times with the LNG fuel delivery company so that deliveries occur later in the workday (e.g., after 4 p.m.). Recommendation #81: The City should add a second LNG fueling station at the corporation yard. Recommendation #82: The City should construct an overhead canopy for the LNG fueling station. 12. A NUMBER OF MODIFICATIONS SHOULD BE MADE IN THE PROVISION OF ROLL-OFF CONTAINERS FOR STREET SWEEPING. The Street Maintenance Division sued to collect the street sweeping material collected by Street Sweeper Operators using their own Operator, commercial roll-off truck, and roll-off containers. This responsibility, and the staff, roll-off truck, and containers, were transferred to the Integrated Waste Management Division. Matrix Consulting Group Page 121 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division This transfer is appropriate. The Integrated Waste Management Division has more expertise and resources in solid waste collection than the Street Maintenance Division. However, this transfer has lead to frustration in the Integrated Waste Management Division regarding the cooperation of the Street Sweeper Operators in enabling the cost-effective collection of material. This problem should be addressed by a number of measures as noted below. • The drop-off points for roll-off containers should be fixed for each series of street sweeping districts. These drop-off points should not vary. • The two Divisions should develop an agreement on the number of containers to be dropped-off for each series of street sweeping districts. • The containers should be collected no later than 1:30 p.m. Logically, the two Divisions chniilri develop a Written Agreement regarding the services to be provided by the Integrated Waste Management Division and the roles and responsibilities of the Street Maintenance Division and the Integrated Waste Management Division. Recommendation #83: The drop-off points for roll-off containers for street sweeping waste should be fixed for each series of street sweeping districts. Recommendation #84: The Street Maintenance: Division and the Integrated Waste Management Division should develop an agreement on the number of containers to be dropped-off for each series of street sweeping districts. Recommendation #85: The roll-off containers for street sweeping material should be collected no later than 1:30 p.m. Recommendation #86: The Street Maintenance Division and the Integrated Waste Management Division should develop a written agreement regarding the services to be provided by the Integrated Waste Management Division and the roles and responsibilities of the Street Maintenance Division and the Integrated Waste Management Division. Matrix Consulting Group Page 122 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division 8. ANALYSIS OF RECYCLING This chapter presents an analysis of the Recycling Section, Integrated Waste Management Division. The Section and the Division have made considerable progress in meeting and exceeding the requirements of AB 939. The table below presents data reported to the California Department of Resources Recycling and Recovery by the City for the past twelve years. Reporting Diversion Year Rate % Biennial Review Status__ 1995 _ 23% Board Approved Good Faith Effort 1996 35% Board Approved Good Faith Effort 1997 44% Board Accepted 1998 43% Board Accepted 1999 46% Board Approved Good Faith Effort 2000 46% i Board Approved Good Faith Effort 2001 45% Board Approved Good Faith Effort 2002 45% Board Approved Good Faith Effort 2003 42% Board Approved Time Extension 2004 45% Board Approved Time Extension 2005 53% Board Approved 2006 54°/a Board Approved The City overall, is recycling 54% of its waste stream, based upon the most recent data available from the State Department of Resources Recycling and Recovery. This largely mirrors the diversion state-wide. However, the Matrix Consulting Group believes that the diversion rate can readily be increased by 15% with the implementation of additional and expanded recycling programs. The annual 2008 pounds per day of waste disposal for San Bernardino was significantly higher than other cities with highly effective recycling programs. This indicates a capacity to enhance diversion. Since tipping fees amount to $6.8 million in FY 2009-10 for residential, commercial front-loader, and commercial roll-off programs, a 15% expansion in Matrix Consulting Group Page 123 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division recycling programs can have a significant financial benefit, and an environmental benefit as well. However, a number of elements expected in an effective recycling program are absent in San Bernardino. In addition, the City will need to increase the skill mix of the staff of the Recycling Section to enhance its recycling program. 1. THE SALARY RANGE OF THE ENVIRONMENTAL PROJECT SPECIALIST AND ENVIRONMENTAL PROJECT MANAGER SHOULD BE INCREASED. The Integrated Waste Division has had extreme difficulty in filling the two Environmental Project Specialist positions. It has also experienced turnover with that position. The classification is a specialized professional support classification. Incumbents provide knowledgeable assistance to managers and staff across multiple City departments on environmental initiatives, impact mitigation and regulatory compliance. The duties include participation in the development, promulgation and administration of various environmental projects throughout the City related to integrated waste management, hazardous waste, air quality, water quality and community resource management / conservation; providing technical assistance to City departments on environmental program matters. The classification indicates that the typical way of obtaining the requisite knowledge, skills, and abilities is graduation from a four-year college with a degree in environmental or life science, communications, public or business administration or related field. The salary range for this classification is $3,105 to $3,774. This is the same salary range as Street Sign Worker, Supervising Custodian, Survey Technician, Tree Trimmer I, Senior Business Registration Representative, Senior Integrated Waste Operator, etc. Matrix Consulting Group Page 124 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division The duties of the Environmental Project Specialist require a higher level of education and experience, higher level of problem solving, have greater accountability for a process, and greater discretion than these other classifications. The two Environmental Project Specialist positions should be expected to accomplish the tasks noted below. • One position should perform as a public education specialist conducting duties such as: Creation of recycling and solid waste program flyers, mass mailings, website content and other publications for distribution to general public, television and radio stations, etc; Promotion and presentation of recycling to residents and businesses in such situations as meetings with homeowner associations, the Chamber of Commerce, or in meetings with manager of corporations located in San Bernardino; Involvement in special events such as Earth Day representing the City and promoting recycling; Development and execution of annual marketing and publications plan; and Coordination with County and regional joint outreach programs regarding messages, media, etc. • The other position should perform as a residential and commercial recycling specialist conducting such duties as: — Planning, troubleshooting and promoting recycling services provided at City facilities, schools, homeowner associations, and corporations; — Outreach to homeowner associations, commercial and industrial business customers to increase their diversion of waste through source reduction and recycling, and to increase their use of recycled products; — Through Special Event Permit process, coordinates recycling and solid waste services provided to events; — Coordinates the operations of recycling service provided by solid waste collection staff of the Integrated Waste Management Division; Matrix Consulting Group Page 125 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division — Interfaces with the City's Green Building Program. Conducts special studies (e.g. CO2 emissions reduction study). The salary range of this classification - Environmental Project Specialist— should be increased. The Matrix Consulting Group recommends that a salary range comparable to that of Administrative Analyst I would be appropriate - $4,188 to $5,091. The annual cost of this recommendation, in terms of salary and fringe benefits at the top step of the range, is presented in the table below. Annual Cost Annual Cost Recommendation Increase Recommendation Decrease The salary range of the $42,700 N /A $0 Environmental Project Specialist should be increased from $3,105 - $ - $5 -- I $3 /74 t0$4,1825 -�b,U`J"I. 1 Recommendation #87: The salary range of the Environmental Project Specialist classification should be increased from $3,105 - $3,774 to $4,188 - $5,091. 2. THE RECYCLING SECTION SHOULD INITIATE A MULTI-FAMILY RECYCLING PROGRAM. It is very difficult to develop and sustain multi-family recycling programs. Nevertheless, the Matrix Consulting Group recommends that the Integrated Waste Division establish a single stream recycling program for multi-family complexes. Approximately 10% of the housing units in San Bernardino consist of multi-family dwellings with two (2) to four (4) units, and approximately 22% of the housing units in San Bernardino consist of multi-family dwellings with five (5) or more units.73 This is too significant a population too ignore in enhancing the City's recycling program. There are several things that can be done to help make recycling in multi-family complexes convenient and understandable. Setting up convenient carts or bins and 13 City of San Bernardino, Housing Element, July 2003, page 18 Matrix Consulting Group Page 126 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division educating tenants are essential to the program's success. The Matrix Consulting Group recommends the program should include components noted below. • Residents of multi-unit buildings should not necessarily be lumped all together when developing a multi-family recycling program. Residents of smaller multi-unit buildings with two (2) to four (4) units tend to look much more like residents of single-family buildings than like residents of buildings with five or more units. Residents of buildings with two to four units should be treated as part of the single-family population when constructing waste reduction campaigns. These residents of smaller buildings are much closer to single-family residents with respect to recycling behaviors than they are to residents of building with five or more units. Residents of buildings with five (5) or more units tend to lag far behind their single-family and small multi-family building counterparts with respect to recycling frequency. These larger buildings have a young population that has not lived in their residence for very long. Their transience M lakes it hard for them to establish good recycling habits. While larger building residents' attitudes on recycling, source reduction, and reuse are not typically dramatically different from their smaller building counterparts, there are a few structural obstacles that stand out. Residents of larger buildings are typically less satisfied with the condition of their building's recycling area, are more likely to be concerned with the mess associated with recycling, and would prefer being able to consolidate their recycling into one bin. These structural obstacles are not insurmountable, but require the cooperation of the building manager or landlord to address. Most residents of larger buildings have their recycling service paid for by their building, and they get much of their information on recycling from their residence or building manager. Additionally, a building manager or landlord can choose whether they will be active promoters of recycling in their buildings, or will just stop at putting out some recycling bins and hoping people use them. Building managers play a major part in the level at which the residents of their buildings are recycling, and instigating change can only happen with active participation from both landlords and tenants. These large multi-unit buildings with short-term residents would benefit greatly from the development of simple, standardized model recycling system that could be implemented in larger multi-family residences throughout the County. The model should be developed with input from both tenants and building managers/landlords, and should contain three main components: Structural guidelines on how to physically set up a building recycling system that is easy to learn; — A system on how to convince residents to make recycling a habit, and; Matrix Consulting Group Page 127 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Behavior reinforcement tools, which would promote the ongoing continuation of recycling habits by residents. If the recycling system in their building is easy to use, habituated, and reinforced, it is likely that residents will transfer their recycling habits to new residences. A standardized system across many buildings means that these transient residents will be more likely to already be familiar with the recycling system when they move in, shortening the time it takes them to start recycling. The most effective approach from which to approach standardization, habituation, and reinforcement of recycling behaviors is to start by working with the managers of the largest buildings and work down to the smaller buildings. This should include recycling education classes for the property managers, preparing and distributing public education materials, distribution of public education materials and personal recycling bins for tenant use, and adjusting solid waste and recycling service levels as needed. • The City should require recycling/waste prevention plans and/or conditions for multi-tenant projects, in the building permit process. The City of Ontario, for example has already taken this stop. The implementation of a recycling program for multi-family dwellings is one of the steps that the Division should take to enhance its recycling program. The two Environmental Project Specialists should be responsible for the day-to-day delivery of the program. The multi-family recycling collection program should include all of the same features as the single-family recycling collection program The Matrix Consulting Group recommends that the City phase-in mandatory participation for multi-family customers in 2012 to precede the Colton sanitary landfill closure in 2014. Implementation of mandatory participation would have to be carefully monitored and enforced, since it would be difficult to track violators in some multi-family complexes. Recommendation #88: The Integrated Waste Division should establish a single stream recycling program for multi-family complexes. Matrix Consulting Group page 128 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Recommendation #89: Residents of smaller multi-unit buildings with two (2) to four (4) units should be offered the same type of recycling containers as the single-family residential recycling program. Recommendation #90: The recycling program for residents of buildings with five (5) or more units should be initiated by working with the managers of the largest buildings and work down to the smaller buildings. This should include recycling education classes for the property managers, preparing and distributing public education materials, distribution of public education materials and personal recycling bins for tenant use, and adjusting solid waste and recycling service levels as needed. Recommendation #91: The City should phase-in mandatory participation for multi-family customers in 2012 to precede the Colton sanitary landfill closure in 2014. Recommendation #92: The City should require recycling/waste prevention plans and/or conditions for multi-tenant projects, in the building permit process. 2. THE INTEGRATED WASTE DIVISION SHOULD INITIATE A CONSTRUCTION AND DE""OLITIO"! RECYCLING PROGRAM. The Integrated Waste Division is in the process of developing a construction and demolition waste ordinance. These ordinances have already been adopted by many other cities in the County including Ontario, Rancho Cucamonga, and Redlands. Household construction and demolition debris amounts to an estimated 4.5% of household waste (3,415 tons annually) and 9% of business waste (6,867 tons annually)." The first phase of the construction and demolition debris recycling program should begin with the mandatory approach contained in the ordinance. The Division should mandate construction and demolition debris recycling for projects over a certain size through a construction and demolition debris ordinance. This ordinance should require 100% diversion of all portland cement concrete and asphalt concrete, and an average of at least 50% of all remaining construction and demolition debris from 14 Department of Resources Recycling and Recovery, Jurisdiction Profile for the City of San Bernardino Matrix Consulting Group Page 129 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division construction, demolition, and renovation projects. The second phase of the construction and demolition debris recycling program should include the development of a Green Building Program designed to reach architects, designers, engineers, builders, contractors involved in building. It should educate them on construction and demolition debris recycling and reuse and the use of resource efficient building materials and techniques. Green building focuses on the efficient use of resources, such as reducing the amount of materials used in construction; using more durable products and recycled content building materials, improving energy efficiency and water efficiency, improving indoor air quality in buildings. This holistic approach provides a more attractive package for building prVfeJJlvnai$ I tv vv n sumacs co nvern°vd about erNi iron m Pn t a I i s s u es. The development of this program should include development for the consideration of the City Council a civic green building ordinance, Residential Green Building Guidelines (for New Home Construction, Home Remodeling and Multifamily) as a city Reference Document for private residential construction projects, and LEED as a city Reference Document for private commercial projects. The Division should initiate a comprehensive marketing campaign to proactively influence the definition of green building and drive demand for green homes and materials. The Environmental Project manager should be responsible for the development of this program. Upon its development, the two Environmental Project Specialists should be responsible for day-to-day delivery of the program. Recommendation #93: The Integrated Waste Management Division should mandate construction and demolition debris recycling for projects over a certain Matrix Consulting Group Page 130 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division size through a construction and demolition debris ordinance. This ordinance should require 100% diversion of all portland cement concrete and asphalt concrete, and an average of at least 50% of all remaining construction and demolition debris from construction, demolition, and renovation projects. Recommendation #94: The Integrated Waste Division should develop a Green Building Program designed to reach architects, designers, engineers, builders, contractors. It should educate them on construction and demolition debris recycling and reuse and the use of resource efficient building materials and techniques. Recommendation #95: The Integrated Waste Division, should include develop for the consideration of the City Council, a civic green building ordinance, Residential Green Building Guidelines (for New Home Construction, Home Remodeling and Multifamily) as a city Reference Document for private residential construction projects, and LEED as a city Reference Document for private commercial projects. 4. THE INTEGRATED WASTE DIVISION SHOULD ENHANCE ITS COMMERCIAL RECYCLING PROGRAM Only one of the twelve commercial front loader collection routes is a recycling route. Route G-15 is a recycling route. All of the other routes are trash routes. None of the commercial roll-off routes are recycle routes. In comparison, there are eight (8) residential recycling routes. Overall, business and industry generates 60% of California's waste stream. This waste stream needs to be addressed if the City is to reduce the amount of waste delivered to the landfill, reduce the costs of tipping fees, and enhance the environment. The Integrated Waste Division has significant opportunities to enhance the commercial recycling program. Much of the commercial waste stream consists of paper, food, other organic, and composite paper and corrugated cardboard. These are all recyclable. The Division needs to develop and deploy a multi-faceted approach to enhance its commercial recycling program. This approach is described in the paragraphs below. Matrix Consulting Group Page 131 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division • Business Assistance Program. The two Environmental Project Specialists should be responsible for the day-to-day delivery of this program. It should include waste prevention and recycling, but offer a comprehensive environmental assessment and technical assistance to reduce waste. These assessments evaluate a company's ability to reduce material use, waste, wastewater, and energy and water consumption. Recommendations should be provided to help businesses and institutions cut costs while improving their environmental performance. This program should include the development and communication to businesses of a list of the highest priority materials currently disposed to eliminate from the waste stream, the suggestion of viable alternatives to those materials and products and where to get them, and the provision of information and assistance as needed for implementation. • The City should adopt requirements for institutions and/or businesses of a certain size to develop and implement recycling plans (for city adoption and implementation). The County of San Bernardino has developed a Business Recycling Guide. It includes the methodology for development of a business recycling plan. Pittsburg, California adopted an ordinance requiring that businesses develop such recycling plans in 1991. • The City should phase-in mandatory commercial recycling beginning in 2011. All businesses should be required to subscribe to a minimum level of recycling service. The City should utilize the same collection containers and vehicles similar to those provided in the commercial solid waste program for larger businesses, and use the same type of recyclables accepted in the residential recycling program for smaller businesses. The Matrix Consulting Group recommends that the City phase-in mandatory participation for businesses In 2011 to precede the Colton sanitary landfill closure in 2014. • The City should develop and deploy a commercial organics waste collection program. The program should provide commercial organics collection service through the collection operation. Customers should be able choose from carts and 1- through 4-cubic yard bins. Collection of organics should be available up to six days per week. Organics collected should include food scraps; kitchen papers; waxed cardboard; unpainted untreated small wood; and, plant debris. Food, plant debris, and other organics represent an estimated 42% of the commercial waste stream.15 Overall, the City has a significant opportunity to enhance commercial waste diversion. Recommendation #96: The Recycling Section should establish a business recycling assistance program. 15 Department of Resources Recycling and Recovery,Jurisdiction Profile for the City of San Bernardino Matrix Consulting Group Page 132 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Recommendation #97: The City should adopt requirements for institutions and/or businesses of a certain size to develop and implement recycling plans (for city adoption and implementation). Recommendation #98: The City should phase-in mandatory commercial recycling beginning in 2011. Recommendation #99: The City should develop and deploy a commercial organics waste collection program. 5. THE RECYCLING SECTION SHOULD ENHANCE ITS MEDIA AND OUTREACH PROGRAM. Long-term solutions to the waste diversion challenges will depend on changing public attitudes and behaviors. This necessitates that the Recycling Section develop and deploy multiple public education and information efforts that includes residents, homeowner associations, the chamber of commerce, and business associations. To enhance the effectiveness of these public education and information efforts, the Section should tailor education materials to target specific audiences, such as businesses and manufacturers; builders and designers; professional landscapers; and schools. The public education and information efforts should be focused on increasing participation and/or setout rates for residential curbside, plant debris and food scrap recycling programs, and for multi-family and commercial recycling programs. The Section should use a number of media to transmit its message. These include print media, in the form of brochures, posters, guides, directories and outdoor advertising; broadcast media. The outreach programs should include, at a minimum, the following mix of media: Green Business Certification; • Residential Green Building workshops; • Education materials; Matrix Consulting Group Page 133 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division • School Assembly Program (reduce, reuse, recycle, buy-recycled education) for grades K-8; • Tours of the Recycling Center; • Presentations at homeowner associations on reduce, reuse, recycle and buy- recycled; • Education and outreach at public and private events • Movie and theater advertising; • Chamber of Commerce newsletter insert; • Recycling Section web site: • Community and Business Recycle newsletters; and • Utility bill inserts and announcements. The challenge for the airy is to transition from a single sueain iCCyuuiy l.,r single-family customers to a program that includes multi-family customers and commercial customers. That cannot occur without effective media and outreach programs. Recommendation #100: The Recycling Section should develop and deploy multiple public education and information efforts that includes residents, homeowner associations, the chamber of commerce, and business associations. To enhance the effectiveness of these public education and information efforts, the Section should tailor education materials to target specific audiences, such as businesses and manufacturers, builders and designers, professional landscapers, and schools. Matrix Consulting Group Page 134 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division 6. THE RECYCLING SECTION SHOULD ADDRESS THE PROBLEM WITH CONTAMINATION OF RECYCLED MATERIAL. The table below presents a waste characterization study from July 2009. Material Total Net %of Total News 5,960 46% OCC 2,334 18% Trash 3,140 24% Film 260 2% PET 140 1% High-density polyethylene - Natural 80 1% High-density polyethylene- Color 180 1% Metal 210 2% Aluminum 26 0% Brown Glass 112 1% Green Glass 101 1% Clear Glass 189 10i Plastic 3-7 100 1% Total LBS 12,832 100% This waste represents the recycled waste stream that would be delivered to the Materials Recycling Facility. As the table indicates, 24% of the recycled material consisted of trash. The proportion of trash in the recycled waste stream - 24% - is much higher than benchmarks suggest as appropriate. The proportion should be 10% or less. This high level of contamination reduces the revenue received by the City for recycled materials. The Recycling Section should work to reduce the proportion of contamination to not more than 10%. The steps that the Section should take to address this problem are presented in the sections below. • A recycling guide should be mailed to all residences using utility bill inserts; Colorful, catchy truck signs with brief "how to" and "did you know" messages placed on all solid waste collection vehicles in the city's fleet; Matrix Consulting Group Page 135 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division • School outreach materials that will educate elementary and high school children annually on how to recycle should be developed and distributed; • Education materials should be distributed at homeowner association and civic group presentations; • Television, radio and print advertisements touting the benefits of recycling and the detriments of contamination should be developed and utilized; and • Random task force checks of neighborhood containers and truck load audits at the material recycling facility to track contamination and accumulate data to help the city determine what factors affect contamination levels (e.g. language barriers, extra-capacity fees, etc.). Malicious contamination, however, is not so easily solved. The handful of residents who "maliciously" contaminate the recycling stream know that items, such as a bag of trash or grass clippings, are not accepted by the City's recycling program but throw them in the recycling bin anyway. The problem is, in a city the size of San Bernardino, a "handful" easily can mean 10,000 residents and a significant negative impact on the quality of the recycling stream. Some residents throw excess refuse into the largest capacity container they have - the recycling bin - to avoid paying an extra-capacity fee. Some customers also throw bulky items (e.g. microwaves, carpet, etc.) that did not fit into the 60-gallon container into the recycling container. The Recycling Section should develop and deploy several enforcement strategies. These strategies should include the approach noted below. • Strike 1 - 1st Contamination of the recycling container. The recycling collection crew should reject the container and leave a warning sticker on the lid. The Division staff should post out a first warning letter explaining why the container has been left. The letter should also ask them to contact the Division to address any issues they may have with the warning. • Strike 2 - 2nd Contamination of the recycling container. The recycling Matrix Consulting Group Page 136 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division collection crew should reject the bin and leave a warning sticker on the container. The Division staff should post out a 2nd warning letter explaining why the container has been left. The letter should also ask them to contact the Division to address any issues they may have with the scheme. The address should be passed to the Integrated Waste Field Inspector for a visit on the next collection day. • Strike 3 - 3rd Contamination of the recycling container. The Integrated Waste Field Inspector inspects the container. If the Integrated Waste Field Inspector is contaminated, the Integrated Waste Field Inspector should knock on the door and speak to the resident and explain the recycling scheme in a clear, concise manner and answer any questions the resident may have. The resident should be left with literature and a list of items the City can accept in the recycling container. If the resident is not home, a final warning sticker should be placed on the container lid and a final warning letter should be hand delivered asking for them to contact the Division. The letter should clearly explain what would happen from then on. • Strike 4 - and you're out - 4th contamination and issue of the citation. The Integrated Waste Field Inspector should inspect the recycling container for the next three collection CyGieS 1LO UiiIOUi"C III rCJIUGIiI S.Je.-�. the S.heme correctly. Should the recycling container be found contaminated again formal enforcement action, additional should be issued. The recycling collection crews and the Integrated Waste Field Inspector need to work together to solve this problem. It should include a mix of written warning notices left by the recycling collection crews, the issuance of citations and fines by the Integrated Waste Field Inspector, and, ultimately if the resident does not correct their behavior, the removal of recycling containers. Recommendation #101: The City should adopt an objective of no more than 10% contamination of recycled waste. Recommendation #102: The Recycling Section should develop a media and marketing program targeted at reducing contamination of recycled waste. Recommendation #103: The Recycling Section should develop and deploy an enforcement program for contamination of recycled waste including the issuance of citations and fines. Recommendation #104: The Integrated Waste Field Inspector should be focused on the reduction of the contamination of recycled waste through inspection of Matrix Consulting Group Page 137 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division recycle containers, the issuance of warning notices, and the u=issuance of citations. Recommendation #105: The Recycle Section should provide training to recycling collection crews regarding how to detect contamination, what levels of contamination are and are not acceptable, and the process for issuance of warning notices. 7. THE CITY SHOULD REVIEW ITS CONTRACT WITH THE MATERIALS RECYCLING FACILITY. That contract apparently provides reimbursement to the City as if the recycling had a 40% contamination rate. That obviously provides for a much lower level of reimbursement to the City for recycled materials. Even thought he City has a 24% contamination rate, that rate is still lower than provided by the contract with the Materials Recycling Facility. The City should renegotiate the contract with the Materials Recycling Facility contractor. The contamination rate in the contract should reflect actual rates based upon samples of the waste stream, and not 40%. Ultimately, the City should work to reduce the contamination rate below 10%. Recommendation #106: The City should renegotiate the contract with the Materials Recycling Facility contractor. The contamination rate in the contract should reflect actual rates based upon samples of the waste stream, and not 40%. Matrix Consulting Group Page 138 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division 9. ANALYSIS OF ADMINISTRATION This chapter presents an analysis of the plan of organization for the Integrated Waste Division, the policies and procedures, training and skill assessment of the Division's staff, safety procedures, quality assurance programs, goals, objectives, and performance measures, strategic planning, and the performance appraisal system. 1. THE PLAN OF ORGANIZATION FOR THE INTEGRATED WASTE DIVISION SHOULD BE MODIFIED. The existing plan of administrative organization for the Integrated Waste Division is presented in the exhibit following this page. Important points to note regarding the plan of organization are presented below. • The Integrated Waste Division Manager has three managers I supervisors reporting to him / her and four support staff. The support staff includes the Departmental Accounting Technician, Executive Assistant, Senior Office Assistant, and the Integrated Waste Field inspector. • The Integrated Waste Operations Supervisors have widely varying spans of control. These range from fourteen (14) routes for each of the two residential supervisors to twelve routes for commercial front loaders and seven routes for commercial roll-offs. • While the Division's budget includes eight (8) staff for Right-of-Way Maintenance and five (5) staff for street sweeping, these staff actually are located organizationally in the Street Maintenance Division. The Division's budget includes these thirteen positions, but the supervision of these staff is provided elsewhere. The Matrix Consulting Group recommends a number of modifications for the plan of organization of the Integrated Waste Division. These modifications are presented below. • The Senior Office Assistant should report to the Integrated Waste Division Operations Manager. Integrated Waste Division Operations Manager should provide day-to-day supervision and the performance appraisal of the Senior Office Assistant. Matrix Consulting Group Page 139 f / § � • _ • ! - 2 V . & 0 > ! r £: x c — w o N M � _ )\± - 0 ra ! C ! \ w . ) ) ` - - ! _ � ~ , ` :, ,i � flit ! ) f)F E })! k . {|ie / !)\ A I {! e \k\* LL ! 3 \ k Ea � co _ � { f $ \ {s \ { « \ CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division As the number of residential routes are reduced through balancing of these • routes and increasing their route size, the number of routes supervised by the residential supervisors should be reduced. At present, it exceeds recommended spans of control. The number of routes should be no more than twelve. • The responsibility for supervising street sweeping should be transferred to the Integrated Waste Division. The commercial roll-off supervisor should supervise the street sweeping program working through the Lead Motor Sweeper Operator. • The Right-of-Way Maintenance staff should report to the Integrated Waste Operations Manager. The Right-of-Way Maintenance staff are presently supervised by a Maintenance Supervisor. This Maintenance Supervisor should report to the integrated Waste Operations Manager. This would increase the number of supervisors reporting to the Integrated Waste Operations Manager from four (4) to five (5). This is not a burden. • The Integrated Waste Field Inspector should report to the Integrated Waste Operations Manager. The working relationship between these two positions is led • ' to reduce the C;rIIIGdI tJ reduce file extent vl i=oir`.a!mii!8i!v!! O+ ieCy C!ca� V✓aS�8 an.. extent to which commercial bin containers are blocked with waste, their weight exceeds allowances, etc. Overall, the revised plan of organization attempts to resolve problems that have occurred in the past in the working relationship between street sweeping and solid waste collection. It also attempts to broaden the responsibility of the Division to include street sweeping and right-of-way maintenance to reflect a role of keeping San Bernardino beautiful not just in its solid waste collection practices, but also in its right-of- way. Recommendation #107: The Senior Office Assistant should report to the Integrated Waste Division Operations Manager. Recommendation #108: The number of residential routes should be reduced to reduce the span of control for the residential supervisors to twelve routes each by balancing of the residential routes and increasing their route size. Recommendation #109: The responsibility for supervising street sweeping should be transferred to the Integrated Waste Division. The commercial roll-off Page 141 Matrix Consulting Group CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division supervisor should supervise the street sweeping program working through the Lead Motor Sweeper Operator. Recommendation #110: The Right-of-Way Maintenance staff should report to the Integrated Waste Operations Manager. Recommendation #111: The Integrated Waste Field Inspector should report to the Integrated Waste Operations Manager. 2. THE INTEGRATED WASTE MANAGEMENT DIVISION SHOULD DEVELOP A CLEARLY WRITTEN FIVE-YEAR STRATEGIC PLAN. Public sector managers are often so preoccupied with immediate issues that they lose sight of their ultimate goals. That's why a strategic plan is a virtual necessity. It may not be a recipe for success, but without it the Integrated Waste Management Division is less likely to achieve its goals. A sound plan should: • Serve as a framework for decisions or [Or securing support / approval, • Explain the goals and objectives of the Department to others in order to inform, motivate and involve; • Assist benchmarking and performance measurement; and • Stimulate change and become the building block for the next plan. The best practices regarding development of a strategic plan that should be utilized by the Division are presented in the table below: The Division has a multi-year strategic plan with annual goals and measurable objectives based on identified needs, projected workload, and expenditures and revenues. The department maintains and publishes a clearly written, multi-year(five years at a minimum)strategic Ian to provide vision and direction for the division. The plan links citywide and department goals. In developing the strategic plan, the division: Identifies and formally adopts a limited number(5 to 10)of division priorities to guide the division's strategies and major financial and program decisions; Considers the impacts of the city's financial condition, current expenditures by the division, and opportunities to reallocate staff and other resources to enhance performance; and Instructs division managers and supervisors on how these priorities should be considered in making program and budget decisions. Matrix Consulting Group Page 142 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division The strategic plan clearly delineates the division goals, and objectives and strategies for achieving them. In developing these strategies, the department considers alternative service delivery systems such as outsourcing. The plan also delineates the priorities the City Council and City Manager assign to its goals,objectives, and strategies. The objectives in the strategic plan are measurable, and the division has set annual objectives for each goal for at least five ears into the future. The division's goals, objectives, and performance measures are based on past performance, identified needs, projected workload, and expenditures and revenues. The plan delineates the managers responsible for implementing the strategies in the plan and the time frames for implementation. The division manager annually assesses the progress the division has made toward achieving the goals and objectives in the plan. In developing the strategic plan for the department, the Division should (1) identify its strengths, weaknesses, threats (e.g., slowdown in growth of City revenues), and opportunities (e.g., increased use of technology); (2) develop a vision and mission statement for the Division; (3) define the goals, objectives and strategies the Division will utilize to achieve those goals, objectives and strategies; and (4) define the managerial and supervisory responsibilities for accomplishing those goals, objectives and strategies. The Administrative Analyst II should be responsible for facilitating the development and implementation of the Department's strategic plan. Recommendation #112: The Integrated Waste Management Division should develop a clearly written, five-year minimum, Strategic Plan. Recommendation #113: The Administrative Analyst 11 should be responsible for facilitating the development and implementation of the Division's strategic plan. Matrix Consulting Group Page 143 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division 3. EACH SECTION WITHIN THE INTEGRATED WASTE MANAGEMENT DIVISION SHOULD DEVELOP GOALS, OBJECTIVES, AND PERFORMANCE MEASURES. Each section head should be held accountable for developing goals, objectives, and performance measures and presenting them to the Integrated Waste Division Manager each year as part of their budget proposal at the program level. Goals should be developed for each section with objectives developed for each cost center or activity such as commercial roll-off collection, residential recycling collection, residential trash collection, and the like. Performance measures should then be developed to assess the workload, efficiency, and effectiveness with which these objectives are accomplished. The development of goals, objectives and performance measures at the program level by the Division should consider the guidelines presented below. • Goals could be developed for each section and each program within a section. These goals could give specific direction on how the sections, and the programs within these sections, will contribute to the mission and goals of the Division. These goals should be not quantifiable. These goals should span multiple years. • Objectives could be developed for each program. Objectives are outcome- based statements of what specifically will be achieved within the fiscal year. Each program could have 3 to 5 objectives. The objectives could clearly demonstrate progress toward the goal of the program. These objectives could be written to allow measurement of progress, and be quantifiable. • Performance measures could be developed for each objective. Performance measures could convey the extent to which an objective has been met. These measures could include a range of indicators including input, output, efficiency, service quality and outcome. • The Division should develop reliable and accurate data to measure performance. Each performance measure needs a consistent reliable data source. The Division could acquire and install the performance measurement systems necessary to develop good data sources. Matrix Consulting Group Page 144 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division _ • The Division should communicate and use performance measurement data for decision-making and accountability reporting. Managers and supervisors of the Division should communicate their commitment to the value and use of goals, objectives, and performance measures to all managers and supervisors. Management should involve line managers and staff in the development and reporting of goals, objectives, and performance measures. The Division managers should communicate the results of these goals, objectives, and performance measures internally to its staff. Each section head should report quarterly to the Integrated Waste Division Manager regarding their progress in achieving their goals and objectives using the performance measures as a measure of progress. The Administrative Analyst II should be assigned responsibility for providing training and technical assistance to the Division's managers and supervisors in the development of goals, objectives, and performance measures. The Administrative Analyst II should be assigned responsibility for providing training and technical assistance to managers and supervisors as needed for collecting the data needed to track their activities against established goals, objectives, and Administrative Analyst II, and a report generated monthly to the Integrated Waste Division Manager. Recommendation #114: The Integrated Waste Management should develop goals, objectives, and performance measures. Recommendation #115: The Administrative Analyst II should be assigned responsibility for providing training and technical assistance to the Integrated Waste Management Division's managers and supervisors in the development of goals, objectives, and performance measures. Recommendation #116: The Administrative Analyst II should be assigned responsibility for providing the necessary training and technical assistance required for collecting and reporting performance measurement data. Matrix Consulting Group Page 145 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division 4. THE INTEGRATED WASTE MANAGEMENT DIVISION SHOULD DEVELOP A FORMAL OPERATOR TRAINING PROGRAM. The Integrated Waste Management Division lacks a formal equipment operator training program to provide training in the operation of heavy equipment such as commercial roll-off trucks, automated side loader trucks, commercial front loader trucks, etc. The Division should develop such a program to establish a standardized process by which operators may advance through the progressive job classifications and so that the Division can be sure that its employees have been certified to operate heavy equipment before their actual use. Employees should be required to successfully complete operator safety instruction, and operator effectiveness instruction consisting of classroom instruction and on-the-job equipment instruction. Training, for example, for operation of a commercial front loader could include such aspects as the following: • Compliance with all traffic laws during vehicle operation; • Operation of the equipment for engaged, attentive, defensive and safe driving at all times; • Proper seat belt use 100% of the time; • Driver communication of hazards and issues; • Communication with other city departments to help mitigate liability risks of pot holes, low lying tree limbs, uplifted sidewalks, surfacing sewage, etc. • Operations to safely handle aggressive or reckless drivers • Systems and pre-planning for routes and pick up sites; • Walk-a-rounds at new pick up sites to check for property hazards, clearances, overhead wires; • Route planning to avoid dangerous traffic and railroad crossing conditions; Matrix Consulting Group Page 146 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division • Proper traffic clearances at all stops; • Proper use of rear and front view cameras and other safety equipment with driver accountability for use; • Walk-around policy to check for back up hazards when cameras do not reveal area; • Walk-around policy to check for back up and front hazards, children playing in area, and other vehicles parked too close; • Routes planned to minimize back up operations; • Route size and pick up number balanced to assure time is allowed for safe operations; • At least a half hour lunch break, and other scheduled breaks; Driver accountability and discipline system in place for preventable driver mistakes; • When bins are placed, inventory potential hazardous materials in waste and trash with users; • Proper use of PPE; • Proper handling of bio-waste, sharps and hazardous wastes, with proper PPE use, and proper hygiene practices; and • Proper equipment egress with three-point contact and no jump offs when exiting trucks. The Integrated Waste Management Division should develop a formal equipment operator training program. Participation by Operators should be mandatory. Recommendation #117: The Integrated Waste Management Division should develop an equipment operator-training program for the proper and safe use of solid waste collection equipment. Participation by Operators should be mandatory. Matrix Consulting Group Page 147 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division 5. POLICIES AND PROCEDURES FOR THE INTEGRATED WASTE MANAGEMENT DIVISION SHOULD BE CLEARLY DOCUMENTED. The Integrated Waste Management Division should develop a policies and procedures manual to guide its managers and supervisors and assure uniformity in the critical processes of the Division. In developing policies and procedures for the Division, the following approach should be utilized. • Minimize. The policies and procedures should be kept to a minimum. • Best Methods. Make certain the procedure represents the "best method". This means the proredure has undergone detailed analysis and is continually challenged. • Review and Revise. All policies and procedures should be reviewed annually. • Keep Current. The problem with many policies and procedures is that they have long ago outlived their usefulness. No one remembers why the policies and procedures were created in the first place. Sometimes they contradict each other and create even more confusion. Responsibility for updating these policies and procedures should be clear. • Short is better than long. It is not the quantity, but the quality of information that is the essential problem of the information age. • Be ready to change. The key to organizational effectiveness and efficiency is finding a better way. The Division must always be ready to challenge current policy — throw it out— change it. • The policies should be available on the Division's intranet site. This should facilitate easy updating. The Administrative Analyst II should be assigned responsibility for providing training and technical support to the Division's managers and supervisors in the development of the policies and procedures manual. Recommendation #118: The Integrated Waste Management Division should clearly document its policies and procedures. Matrix Consulting Group Page 148 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Recommendation #119: The Integrated Waste Management Division should establish a policies and procedures committee, consisting of five to seven staff, that includes a representation of staff at all levels in the Division. Recommendation #120: The Administrative Analyst II should be assigned responsibility for development of the policies and procedures manual working with the committee. 6. THE INTEGRATED WASTE MANAGEMENT DIVISION SHOULD DEVELOP A TRAINING PLAN FOR ITS EMPLOYEES INCLUDING A NEEDS ASSESSMENT. The American Society of Training and Development reported in their State of the Industry in Leading Enterprises a sample of twenty-two large Fortune 500 companies and public sector organizations with 70,487 employees provided an average of 41 hours of training per employee per year. The integrated Waste Management Division should develop a forma, written training plan to address the challenge of providing sufficient training to its employees. Development and execution of a well-conceived training plan is the cornerstone upon which a successful training program rests. A training plan exists on at least two levels: • Division-wide - encompassing the entire division and covering a relatively elastic time period of several years (this is a reflection of a strategic plan or overall set of goals); and • Section-specific - describing sections within the division and covering a discrete fiscal or calendar time frame (this is a reflection of concrete, measurable goals and objectives). In developing a training plan, the Division should link the skill development of its employees to its own strategic plan and an assessment of its strengths and weaknesses. The Division should strive to achieve the best practices presented below in developing this training plan. Matrix Consulting Group Page 149 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division The division provides a comprehensive staff development program to achieve and maintain high levels of productivity and employee performance. The division: Conducts orientation programs for all new employees, and includes information on division procedures, performance expectations and evaluations, training and career opportunities, and personnel policies regarding such issues as absences, leave approval and tardiness;and Has a division-wide training program and maintains training records on each staff member. The division has solicited and used input from supervisors and employees hired within the last three years to establish', revise, or affirm its new employee orientation programs, including content and approach. The division has mentoring programs, as appropriate, for new employees. The division plans training programs based on division-wide needs assessment that includes input from employees and their supervisors at least every other year. The division establishes and implements formal staff development plans to provide on-going training for employees.The responsibility for training classes for employees may be delegated to a section within the division, but that unit provides the Integrated Waste Division Manager with copies of training plans, training schedules, and attendance rosters. The division has procedures to evaluate individual in-service training activities, including employee feedback, and to evaluate the extent to which annual training efforts have met identified long-term training objectives. The division provides a comprehensive staff development program for managers and supervisors. All managers and supervisors have completed (or anticipate completing within the current fiscal year) management and supervisory training programs. The division has a process for identifying employees with the potential for employment in managerial and/or supervisory positions, and for providing training to them prior to appointment to a managerial and/or supervisory osition. The training program for new managers includes a mentoring component. The Administrative Analyst II should be assigned responsibility for providing training and technical support to the Division's managers and supervisors in the development of the training plan. Recommendation #121: The Integrated Waste Management Division should develop a training plan for its employees based upon a needs assessment. Matrix Consulting Group Page 150 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division 7. THE INTEGRATED WASTE MANAGEMENT DIVISION SHOULD ESTABLISH A CAREER DEVELOPMENT PROGRAM FOR ITS EMPLOYEES. The old career model of remaining with one organization for an entire career and in one classification series and one division has become outmoded. Employees now make lateral moves, work for three to ten organizations, and change professions. This new model requires employees and the organizations that they work for to be adaptable and flexible, continuously learning, and upgrading the skills of the employees and the organization. Career development is the ongoing acquisition or refinement of skills and knowledge, including job mastery and professional development, coupled with career planning activities. Since career development is an ongoing, dynamic process, employees would need encouragement and support in reviewing and re-assessing their goals and activities. Formal training and classes away from the job are effective in providing new information, but adult learners also need to practice new skills. Therefore, the Integrated Waste Management Division can contribute significantly to your staff member's career development by supporting career development activities within the Division. The Division's support for career development is important for a number of reasons including the following: • A focus on skill development contributes to learning opportunities that benefit both the employee and the Division; • Career development enhances opportunities for employee promotion and/or lateral moves that contribute to an employee's career satisfaction; • The Division should promote a greater sense of employee responsibility for managing their own career; Matrix Consulting Group Page 151 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division • Career planning and development clarifies the match between the Division's and an individual employee's goals; • It's cost-effective for the Division to use its own staff talent to provide career development opportunities within the Division — recruitment and selection costs are reduced and positions are vacant for a less amount of time; • Career development increases employee motivation and productivity; and • Attention to career development helps the Division attract top staff and retain valued employees. The Division should take a number of steps to develop a career development program within the Division as noted below. • Annually, the employee's supervisor should develop an individual development plan and career discussion with his or her employees; • Supervisors should be held accountable for supporting employee development efforts; • The Division should create programs and activities to provide skill development, such as job rotation, cross-training, mentoring, internships, coaching, and career strategy groups; • The Division should recognize that part of the development of the career plan for the employee should include providing support and/ur release Lirne for development beyond their current jobs; and • The Division should support requests for flexible work arrangements from staff members. Recommendation #122: The Integrated Waste Management Division should develop a career development program for its employees. 8. THE CITY SHOULD ADOPT A CONSTRUCTION STREET IMPACT FEE. There are numerous factors contributing to the deterioration of pavement. These factors include environmental conditions (e.g., rain, extreme temperatures, etc.), tire pressure and vehicle suspension characteristics, vehicle weight, number of axles, and frequency of use. Matrix Consulting Group Page 152 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Research conducted by the American Association of State Highway Officials (AASHTO) indicates that wear and deterioration of pavement increases geometrically with increases in axle weight. In other words, doubling the weight on an axle increases the damage and stress to the pavement 16-fold. This research also suggested that the damage caused by one fully loaded, 80,000 pound five-axle truck is the equivalent of 9,600 automobiles in terms of damage to the pavement. Other studies, beyond those conducted by AASHTO, have also shown that truck traffic causes considerably more damage to streets than passenger vehicles and that truck traffic accounts for up to 60% of the damage to the streets. Several references and citations regarding the impact of heavy truck traffic on local roads have been found. Among these are the following: • UC Berkeley Institute of Transportation Studies, Pavement Research Center; • The University of California Transportation Center; • University of California Davis Institute of Transportation Studies, Pavement Research Center in conjunction with California Department of Transportation CalTrans; • Kansas Department of Transportation K Trans Research Program; • Urban Renaissance Institute, Toronto, Canada; and • Illinois Department of Transportation The studies cite the impact and cost of heavy truck traffic on various road types. They state that, compared to passenger vehicles, truck traffic is from 29,000 to 160,000 times more damaging to roads depending on the size of the truck. A number of local governments have chosen to charge a construction street impact fee including a solid waste collection impact fee. These include such California Matrix Consulting Group Page 153 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division local governments such as Richmond, Irvine, Marin County, San Rafael, Menlo Park, Union City, Petaluma, etc. This impact fee is typically charged as a percentage of the building permit valuation. The City should adopt a construction road impact fee. The adoption of this fee will require that the City conduct a nexus study. The purpose of this nexus study is to identify the connection between new development that occurs within San Bernardino and the need for improved facilities within the area of benefit, for which San Bernardino is the service provider. After establishing the nexus, the impact fees are calculated based upon the proportionate share of the total facility use for the new development. Recommendation #123: The Public Services Department should contract for a nexus study to enable the City to charge a construction street impact fee. Recommendation #124: The City should adopt a construction road impact fee. 9. THE CITY SHOULD NOT OUTSOURCE THE COLLECTION OF SOLID WASTE. It is a common misperception to presume that the private sector is always more efficient than the public sector in service delivery. In Phoenix, for example, beginning in July 2009, the City was awarded Service Area 6 (southwest Phoenix) solid waste collection contract through a managed competition process; the City provides these same services in the other five existing service areas. In the City's present financial condition, there has been discussion of the potential financial relief that could be provided to the City by outsourcing the City's solid waste collection services. Numbers have been tossed around that the City could garner $30 million to $50 million if it "sold" its franchise and outsourced these services. Matrix Consulting Group Page 154 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division The R3 Consulting Group, in their May 2008 Business Plan for the Integrated Waste Management Division, stated that "R3 does not believe it is in the City's best interest to consider privatization of the Division functions at this time for the following reasons. • It is not possible to accurately determine costs, revenue, number of accounts, billing errors by LOB [line of business] and any private hauling company would want an accurate accounting to customer levels to determine a reasonable "value"of the contract. • The City would need to receive approximately $4.7 - $6.0 million in annual franchise fee payments to account for lost revenue to the General Fund, Water, Fleet Services, and to provide for Street Sweeping Services. — Currently the City provides approximately $400,000 in "free" City Services that is — Currently, approximately $2.7 million is transferred from Division to the City Generai Fund. — Currently the direct cost of providing Street Sweeping services is approximately$1.6 million/year (including capital and operating reserves). — Currently the Division pays approximately $90,000 to the Water Department for billing services. The cost for Water billing approximately 39,500 solid waste accounts — Currently the Division pays approximately$1.8 million to Fleet Services for vehicle maintenance (excludes fuel). Some, but not all of this cost would be eliminated. • The City's rolling stock has little or no value. — Of the City's fleet of 98 vehicles, 19 are less than 2 years old, most are over 5 years old, are not CARB compliant and have minimal or no market value. — Residential carts have no market value due to age and condition and will need to be replaced. — The City's commercial bins have low market value due to age and condition, and bins that have not been replaced or refurbished will need to be replaced or refurbished. — The City's roll-off containers have little or no market value due to age and condition and will need to be replaced'. • A private hauler would likely have to increase the City's current customer rates. Matrix Consulting Group Page 155 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division — Similar to the City, a private hauler will need to capitalize containers and vehicles at an estimated cost of$25 million. — Similar to the City, a private hauler will need to conduct a billing audit of all accounts and implement a new Customer Information System. — A private hauler would likely incorporate up-front cash payments to the City into its customer rates. — A private hauler would need to make annual franchise fee payments to — A private hauler would need to operate on a 10+% operating ratio to meet corporate profit requirements." While some of these conditions no longer exist (e.g., the City's rolling stock has little or no value), much of these same conditions continue to exist. For example, the City would need to collect approximately $8.1 million in additional annual revenue to compensate for the lost revenue to the General Fund, Water, Fleet Services, and to provide for Street Sweeping Services (not the $4.7 to $6.0 million mentioned by R3 Consulting Group) if these services were outsourced. This is equivalent to 30% of gross revenue collected by the Refuse Fund. This exceeds that proportion of gross revenue collected by any city in San Bernardino or Riverside counties that responded to a survey (twenty-nine cities responded). While some of the costs incurred by the City in support of the Division would be eliminated should the City outsource solid waste collection services (e.g., Fleet Services Division), most of these costs would remain. Even if all of the costs associated with Fleet Services were eliminated with outsourcing (which would not occur with the overhead costs within that Division), the percentage of gross revenue collected by the City would still amount to 21%. Only one city in San Bernardino or Riverside counties exceeds that percentage and one other city equals that percentage (out of twenty-nine cities reporting). Matrix Consulting Group Page 156 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division The difference between the 21% and the median of 10% charged by the twenty- nine (29) cities reporting in San Bernardino or Riverside counties amounts to $2.1 million annually. If the City was able to obtain $30 million to $50 million if it "sold" its franchise and outsourced these services, the City would begin to "lose" money in that "sale" in fifteen (15) to twenty-five (25) years. While the sale may "kick the can" of the City's financial condition down the road for a significant period of time and help the City bridge itself through its current financial problem, the Matrix Consulting Group views the Integrated Waste Division as an underperforming asset. The Division needs to markedly improve the productivity of its solid waste collection staff in residential solid waste collection (trash, recycle, and yard waste) and III GVIIIIIItlI Vltll IVII-VII VICWJ. i not meet prow u,v+ly ug hese crews do :wi+.,,..,ro, �•a-v due to obsolete route management and collection practices of the Division and not due to lack of effort by these crews [commercial front loader crews do meet the benchmarks]. The Division management should work with the crews to resolve these gaps between existing performance and these benchmarks. The Division has significant capacity to absorb growth of residential and commercial accounts and increase revenues without an increase in costs, and thereby provide higher levels of financial support for the General Fund since reimbursement is typically calculated as a percentage of gross revenue without negatively impacting the Integrated Waste Division's ability to provide responsive services. If these problems prove intractable within the next three years, the City should "sell" or outsource its solid waste collection franchise. Recommendation #125: The City should not immediately "sell" its solid waste collection franchise. Page 157 Matrix Consulting Group CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Recommendation #126: The management of the Integrated Waste Division should address the productivity problems within the Division that limit the ability of the Division to provide higher levels of support to the General Fund without negatively impacting the Integrated Waste Division's ability to provide responsive services. Recommendation #127: If the productivity problems within the Integrated Waste Division prove intractable, the City should "sell" or outsource its solid waste collection franchise. 10. THE CITY SHOULD INCREASE THE FRANCHISE FEE THAT IT CHARGES TO THE REFUSE FUND FOR THE COST OF SUPPORT PROVIDED BY THE GENERAL FUND TO THE REFUSE FUND. At the present time, the City charges a "franchise fee" to its Refuse Fund to reflect the costs of providing support to the fund for such services as information technology, human resources, legal counsel, etc. The City presently charges $1 ,980,000 annually for these services. This amounts to 7% of the gross revenue received by the Refuse Fund. However, if other line item costs were included that could be considered reimbursement to the general fund such as rent for the use of the corporation yard, reimbursement for the cost of the NPDES Coordinator, etc., the amount of reimbursement would amount to 10% of gross revenue received by the Refuse Fund. [This excludes the reimbursement Street Impact fee and reimbursement for Graffiti / Illegal Dumping since those charges should not be considered General Fund reimbursement, but direct costs of the provision of solid waste collection services]. The percentage charged by the City is at the median of the twenty-nine other cities in San Bernardino and Riverside counties that reported this information. It is less than the average (12%), however, and less than the 75`h percentile (15%). The Matrix Consulting Group recommends that the City increase the franchise fee that it charges to the Refuse Fund to 15% of gross revenue. Matrix Consulting Group Page 158 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division This would result in an increase of $1.2 million annually in reimbursement to the General Fund by the Refuse Fund; this level of reimbursement would increase as the gross revenue increased. Additionally, the Refuse Fund should reimburse the General Fund for the support provided to the Refuse Fund over the past five-years for which the General Fund did not receive reimbursement. In essence, this would be a repayment of what could be considered a "loan" by the General Fund to the Refuse Fund. The repayment of this "loan" should be made as an annual repayment each year over the next five years in an amount approximating $1.2 million annually. At that point in time, the "loan" by the General Fund to the Refuse Fund should be considered as having been repaid. he [0[al increase In reimbursement slLvuid proximate $2.4 million, annually. Thnis should consist of the following: • $1 .2 million annually in increased franchise fees and • $1.2 million annually for a period of five-years to repay the "loan" made by the General Fund to the Refuse Fund for support services. Recommendation #128: The Refuse Fund should increase the "franchise fee" that it pays to the General Fund to 15% of gross revenues. Recommendation #129: The Refuse Fund should reimburse the General Fund for the extent of under recovered support costs with an additional payment of $1.2 million annually for a period of five-years. At that point in time, the "loan" by the General Fund to the Refuse Fund should be considered as having been repaid. Matrix Consulting Group Page 159 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division APPENDIX 1 VEHICLE SERVICE AGREEMENT INTERDEPARTMENTAL SERVICE LEVEL AGREEMENT AND MEMORANDUM OF UNDERSTANDING BETWEEN THE INTEGRATED WASTE MANAGEMENT DIVISION AND THE FLEET SERVICES DIVISION OVERVIEW The Fleet Services Division (FSD) of the City of San Bernardino is dedicated to providing our customers with high quality, timely and cost-effective fleet services. We recognize that our customers deliver essential services to the citizens of San Bernardino and must receive a high level of fleet services in order to accomplish their missions. Simply stated, when vehicles are out of service, our customers cannot do their jobs. Therefore, while we are committed to providing services at the lowest price possible, our Primary focus will be on activities that lead to maximizing vehicle availability and minimizing the operational impact of repair services. We are also committed to the following principles: 1. We will focus on asset management activities that conserve the value of equipment investments and will provide our customers with value added services that result in lower fleet ownership costs. 2. We will be the low cost provider of the services that we offer. 3. All services that we provide will be of the highest quality available in the equipment industry. 4. We will understand our customers' needs and will meet these needs effectively, responsively and courteously. Fleet Services is required to provide a stated level of service to all its customers under an overall operating agreement with the City. This Customer Services Agreement provides some customization of the services offered to the Integrated Waste Management Division by FSD while staying within the overall agreement with the City. Included are procedures for accessing services, service prices and billing procedures, and a description of FSD's and Integrated Waste Management's responsibilities under this agreement. Matrix Consulting Group Page 160 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division SERVICES PROVIDED BY FLEET SERVICES FSD provides a full range of transportation related services as described below: • Fleet policy development • Equipment replacement planning • Equipment specification preparation • Equipment selection and purchase coordination • Fuel program development • Equipment utilization review • Preventive maintenance program development • Comprehensive equipment maintenance and repair services • Vendor repair coordination • Vehicle towing services • Roadside tire repair services • Collision damage repair services • Loaner vehicle rentals • Driver and operator training • Radio equipment installations/deinstallations • Surplus equipment disposal SCOPE OF SERVICES TO BE PROVIDED TO INTEGRATED WASTE MANAGEMENT DIVISION FSD will provide Integrated Waste Management with high quality, timely and cost- effective vehicle and equipment services as described below: 1. Preventive maintenance (PM) program. PM Focus. A comprehensive PM program is the cornerstone of effective fleet maintenance. The objective of a PM program is to minimize equipment failure by maintaining a constant awareness of the condition of equipment and correcting defects before they become serious problems. A PM program minimizes unscheduled repairs by causing most maintenance and repair activities to occur through scheduled inspections. An effective PM program pays dividends not only in improved equipment safety and reliability, but also financially by extending the life of equipment, minimizing the high cost of breakdowns, and reducing lost employee productivity resulting from equipment downtime. FSD will focus efforts on behalf of Integrated Waste Management on PM activities as described below: PM Service Types. Three types of PM services will be provided. PM-A or Lube Oil Inspection service will consist of an oil & filter change, and a comprehensive safety inspection. PM-B or a General Inspection service will consist of a oil & filter change, a brake system inspection, engine performance check, transmission service, electrical, cooling, exhaust system check, overall vehicle Matrix Consulting Group Page 161 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division check including mounted bodies and accessories. NC Inspection service will consist of the mandated North Carolina State Inspection. PM Schedule. Integrated Waste Management sedans, light trucks and medium duty trucks will be scheduled for PM every 6,000 miles or 6 months whichever occurs first. Refuse trucks will be scheduled every 4 months or according to the manufacturers' recommended service schedule. Reoair Authorization. Integrated Waste Management will be contacted for authorization before any remedial repairs found during a PM inspection which are estimated to cost in excess of $2,500 for heavy equipment and $1,000 for light equipment. Integrated Waste Management agrees to provide a decision on repair approval as soon as possible after being contacted by FSD. Downtime and repair turnaround time calculations shall not include time waiting for repair authorization. Scheduling PMs. FSD will track maintenance of Integrated Waste Management vehicles in our EMIS system and will call, FAX or E-mail a PM schedule to the appropriate supervisor monthly. FSD will coordinate scheduling of services with the appropriate supervisor for a date and time that is convenient to Integrated Waste Management and at a time where workload requirements are such that the above turn around times can be met. After Hours or While You Wait Service. FSD will provide Integrated Waste Management vehicles with the highest priority possible. All PM services will be scheduled at Integrated Waste Management's convenience. Integrated Waste Management may choose to wait for sedans or light trucks receiving a lube & oil service. These services will be completed in one hour or less, unless needed repairs are discovered during the component inspection of the service. Integrated Waste Management may also choose to have PM services completed after hours. Vehicles must be dropped off at the appropriate shop no later than 4:OOpm and will be available for pickup no later than 7:OOam the next morning. All PM services for collection vehicles and medium trucks will be completed after hours or on scheduled idle days. These units must be dropped off by 4:OOpm and will be available for pickup no later than 6:35am. Hours can be adjusted for seasonal equipment operation. Integrated Waste Management agrees that units scheduled for PM will be brought to the Shop rather than parked in the Integrated Waste Management lot. Integrated Waste Management agrees that FSD will charge one-half hour of labor for retrieving units that are scheduled for PM and are mistakenly parked in Integrated Waste Management lot. PM Compliance Goal. FSD will achieve a PM compliance rate of 95% for Integrated Waste Management's vehicles. That is, 95% of scheduled services will be completed before they are overdue. As services will be scheduled on the basis of miles and/or elapsed time, upon request, Integrated Waste Matrix Consulting Group Page 162 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Management will provide FSD with an annual odometer reading report for all vehicles. Rescheduling PM Services. Integrated Waste Management agrees to cooperate in scheduling PM services by responding promptly to PM scheduling requests and by honoring PM appointments. If operational priorities require rescheduling of a PM appointment, then Integrated Waste Management agrees to do so at least 24 hours in advance of the original appointment by calling or e-mailing the appropriate Shop Manager. Missed appointments with no call will not count against FSD's achievement of the PM compliance goal. 2. Vehicle repair services Morning Priority Service. FSD will send a technician to the Integrated Waste Management parking lot every morning at 6:00 am to provide assistance in starting shift operations. Services to be provided will include starting vehicles with dead batteries, trouble shooting brake systems, packing system problems, and performing any other tasks that will expedite vehicle availability. Pit Stop Service. FSD will provide morning pit stop service at Fleet Services to complete any quick repairs that cannot be completed by the tech nician at the Integrated Waste Management lot. Quick services are those that can be completed in one hour or less. This service will be the highest priority for technicians. Holiday Service. Upon request FSD will provide service on holidays when Integrated Waste Management is in operation. Hours of service will mirror those worked by Integrated Waste Management. Normally, two mechanics will be assigned to work these days. FSD reserves the right to compensate mechanics at time and one half. FSD will focus on Integrated Waste Management vehicles on these days. If no Integrated Waste Management vehicles are available to work on, then FSD will work on other customers' vehicles and bill their time to those vehicles. However, if no other vehicles are available to work on, then Integrated Waste Management agrees that FSD will charge mechanic hours to the Integrated Waste Management account. Road Call Service. FSD will provide roadside services for vehicles that are broken down. The decision to dispatch a field mechanic will be based on FSD's estimate of the severity of the repair problem and the level of effort required to get the vehicle back in service. In general, FSD will provide roadside service when repairs can be clearly diagnosed over the phone or radio and can be handled within an hour of the call. More complex and time consuming repair problems are more cost-effectively handled by towing the vehicle. Vendor Services. In addition to regular repair services, FSD also will coordinate contract repair services for Integrated Waste Management. The decision to use Page 163 Matrix Consulting Group CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division an outside vendor will be based on shop workload and services that require special tools, equipment or expertise. Roadside tire services and towing services are also available through contracts managed by FSD. If necessary, Integrated Waste Management drivers will transport vehicles to vendors for warranty repairs and other services in order to expedite the repair process. FSD must first authorize taking any vehicles to an outside vendor. Time Promised. FSD will provide Integrated Waste Management with a cost and turnaround time estimate for all repairs. If conditions change during the repair process, then FSD will provide the Integrated Waste Management fleet coordinator with updated cost and turnaround time as required. FSD will complete repairs on Integrated Waste Management vehicles as quickly as possible. Our goal will be to complete repairs on 70% of Integrated Waste Management vehicles in one day or less and 90% in one to three days. Only 10% of repair incidents involving Integrated Waste Management vehicles should take more than three days to complete. Estimated turnaround times will be calculated after problem diagnosis has occurred and in cases of exceeding repair limits, Integrated Waste Management must give FSD repair authorization. This turnaround time standard will not apply to vehicles requiring repair due to accidents, vandalism, driver responsible incidents, defects covered by manufacturer warranty, or acts of God. Fleet Availability and Vehicle Downtime. Every effort will be made to limit vehicle downtime. Vehicles are considered out of service when they are not available during Integrated Waste Management's normal work schedule. Vehicles requiring repair due to accidents, vandalism, driver responsible incidents, defects covered by manufacturer warranty, or acts of God shall not be included in downtime calculations. However, each vehicle will still get priority attention for reducing downtime. The following benchmarks will apply to Integrated Waste Management's fleet. Seasonal work is subject to altered schedules • Light vehicles will have a 95% availability rate. Downtime will be applied when vehicles are not available between the hours of 7:00am and 5:00pm, Monday through Friday including holiday schedules • Automated side loading refuse trucks will have a 88% availability rate. Downtime will be applied when vehicles are not available between the hours of 6:00 am and 4:00pm, Monday through Thursday including holiday schedules • Front-loading trucks will have a 88% availability rate. Downtime will be applied when vehicles are not available between the hours of 6:00 am and 2:00pm, Monday through Friday including holiday schedules • Commercial roil-off trucks will have a 92% availability rate. Downtime will be applied when vehicles are not available between the hours of 6:00am and 2:00pm, Monday through Friday excluding holidays Matrix Consulting Group Page 164 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division No Routes Standing. It is FSUs goal to have a sufficient number of front-loading and rear-loading trucks available each morning so that Integrated Waste Management has no routes standing. The number of trucks required to meet this goal varies by program and by the number of backup units available. If a route is standing, then FSD agrees to rebate Integrated Waste Management at the rate of $100 per hour for each hour that there are not a sufficient number of trucks available to cover all routes. Integrated Waste Management agrees that a route will not be considered standing if there are backup trucks available, even if the backup available is assigned to another team or program. For example, if a spare mixed trash rear loader is available to the yard waste program, then a route will not be considered to be standing even if there are not enough yard waste rear loaders available. Additionally, Integrated Waste Management agrees to not park spares requiring repair in the ready lot. All spares requiring repair must be brought to the shop so that the Shop Manager and Route Managers can plan truck availability and route coverage. If a spare truck requiring repair has been parked in the ready lot, then the impacted route will not be considered to be standing. Repair Authorization. The same conditions for repair authorizations as described above under the PM program section of this agreement will also apply to general vehicle repairs. Repair Warranties. FSD will provide the following repair warranties: • General repair work will be warranted for 90 days or 4,000 miles for defective parts or workmanship. • Parts that have warranty coverage for longer periods will be recouped for Integrated Waste Management. • Vendor repairs that fail within their warranty period will be recouped for Integrated Waste Management. • Manufacturer warranties will be recouped for Integrated Waste Management. 3. Equipment repair services FSD has extensive experience in the maintenance and repair of a wide variety of construction equipment and specialized equipment such as chain saws, weed trimmers, mowers trailers, aerial devices, blowers, generators and cement mixers. Integrated Waste Management will be provided a full range of equipment maintenance and repair services. Billing for services of equipment outside the contract "with purchase value of less than $500" will be on a time and material basis for equipment, at the rates detailed in the "Service Prices and Billing Procedures" section of this agreement. 4. Equipment Modification Matrix Consulting Group Page 165 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division FSD will pre-approve all equipment modifications prior to their installation. Departments will submit in writing the type of modification and it's purpose. This will become a part of the equipment's permanent folder. FSD will be responsible for making sure the modifications are completed. The modifications are considered non-target work and requesting department will be charged accordingly. 5. Accident Repair Services FSD assigns a local body shop to pickup, repair and return damaged vehicles. FSD will directly bill these charges in our monthly billings to Integrated Waste Management. FSD will send all trucks to vendors for repair of accident damage. FSD will not begin the repair process for vehicles that have been involved in an accident until knowledge of the accident is confirmed by Risk Management. Integrated Waste Management is responsible for promptly notifying Risk Management of accident incidents and completing an Accident Report. 6. Equipment Management Information System (EMIS) FSD has a new computer system to manage vehicle maintenance operations. This system will provide equipment life cycle cost information, shop productivity VJGtIa, preventive maintenance schedUlln^ warranty Oracki.nn�, anvil other :f y operational information. FSD will use this system to manage maintenance operations for each department. A variety of reports are available from the system to help Integrated Waste Management analyze vehicle costs. FSD will provide the following standard reports on a monthly basis: • Consolidated billing report by cost center • Ranking of trucks by monthly cost Copies of work orders are also available for the customers. The new EMIS system will also allow FSD customers to have real-time query capabilities to access the current maintenance/repair status of their vehicles. 7. Equipment Replacement FSD is responsible for preparing replacement recommendations for most vehicles in the City's fleet including vehicles assigned to Integrated Waste Management. Replacement recommendations are prioritized according to a formula that considers vehicle age, life usage, life costs and a condition review. Recommendations are made to Budget and Evaluation who, along with the City Manager's office, determines a final funding level based on the availability of capital funds. Integrated Waste Management will be consulted before recommendations for replacement vehicles are forwarded to Budget and Evaluation. FSD will work with Integrated Waste Management liaison to prepares specifications for new and replacement vehicles and Purchasing to coordinate acquisitions from equipment vendors. FSD and the Integrated Waste Management Superintendent will have final review of all specifications. New Matrix Consulting Group Page 166 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division vehicles will be prepared for service within one week of meeting final specification review. FSD will strive to purchase vehicles with all necessary equipment already installed in order to expedite delivery to customers. FSD will be responsible for preparing Integrated Waste Management's vehicles for service including installation of decals and other equipment as described below. 8. Radios, Safety Devices and Light Bars Installation of radios is performed by a vendor partnering with the FSD. FSD will be responsible for arranging equipment installation in new trucks or removal from surplus vehicles. Integrated Waste Management will make arrangements when ordering radios for existing trucks. FSD will be responsible for installing strobe lights, rotating lights, backup alarms and other such equipment when not included in the initial equipment specifications. 9. Loaner Cars FSD maintains an inventory of vehicles that are available for short term loan to replace vehicles under repair, and for out of town trips. Departments are responsible for any accident or other damage to loaner vehicles while they are in their possession. Departments wishing to reserve loaner cars should contact FSD at 727-2507. 10. Directed Work / Special Projects FSD is available to provide special project work at the direction of Integrated Waste Management. Special projects may include new equipment installation design, custom reports, driver training, and other projects. Billing for these projects will be at our standard hourly rate in effect at the time that services are rendered. If priorities for special projects are such that normal activities will be impacted and production goals effected (e.g. downtime, turnaround time, PM compliance), then Integrated Waste Management agrees to waive production goal attainment for the duration of the special project. INTEGRATED WASTE MANAGEMENT DRIVER/OPERATOR RESPONSIBILITIES Refuse trucks are complicated machines that are operated in an adverse environment. Drivers of these units are an important part of the maintenance process and a first line of defense against vehicle breakdowns. At a minimum, all drivers will do a daily visual inspection of their vehicle's condition. Integrated Waste Management CDL drivers will have the following daily responsibilities: • Drivers will perform a daily pre-trip inspection of their trucks before operation as required by the Federal Commercial Driver License regulations. This inspection will include a check of fluid levels, brake function and adjustment, air pressure and tire condition. Also other items such as equipment functions, packing systems, and knuckle boom operation. All problem areas will be brought to the Page 167 Matrix Consulting Group CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division attention of the appropriate supervisor. Vehicles with safety related defects (e.g. brakes, lights, mirrors, etc) must not be operated. • Drivers will limit engine idling to a short warm-up period at start of shift and cool down at end of shift. In general, this period should not exceed five minutes (15 minute warm-up in cold weather conditions). At all other times, trucks should be turned off when not in use. Excessive idling wastes fuel and causes engine deposit build-up. • Integrated Waste Management drivers will clean debris from behind the packing system blade on a daily basis. Debris build-up can cause damage to both the packing system and hydraulic components. • Integrated Waste Management employees will report problems discovered during daily operations promptly at the end of shift so that remedial repairs can be made at night and not impact daily operations. • If necessary Integrated Waste Management drivers will transport vehicles to vendors for warranty repairs and other services in order to expedite the repair process. FSD must first be contacted prior to taking a vehicle to an outside vendor. Drivers will make every effaft to park their collection vehicles empty. • Whenever possible, Integrated Waste Management drivers will dump their collection vehicle before bringing it to the shop for service. • Integrated Waste Management drivers will wash their front loaders every day and rearloaders and scow trucks weekly (unless the vehicle wash facility is not in operation). Scow trucks during leaf season will be washed as necessary. ACCESSING FSD'S SERVICES The overall coordinator of this agreement and the main point of contact between FSD and Integrated Waste Management will be Larry Anderson, Fleet Maintenance Manager. Day-to-day activities will be managed by the shop managers in charge of FSD's repair facilities. Sandy Barfoot, General Services Director, is ultimately accountable for Integrated Waste Management's satisfaction and will be responsible for problem resolution, agreement amendments and quality control. FSD's principals can be reached at the following numbers: Appointments are strongly recommended in order to minimize vehicle downtime. SERVICE PRICES AND BILLING PROCEDURES Most repair services will be on a time and material basis. For the Fiscal Year ending on June 30, 2000, FSD's labor rate for all customers was $ per hour. This rate will be adjusted on July 1, 2010 to meet the requirements of the operating agreement with the Matrix Consulting Group Page 168 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division City. Parts will be billed on the basis of FSD's agreement in order to cover inventory carrying costs and the professional services of our parts staff. Vendor services will be billed according to the agreement in order to cover contract administration, invoicing and coordination costs. Prices will be updated on an annual basis and Integrated Waste Management will be notified of price changes during the budget preparation process. Price changes will be effective July 1 of each fiscal year. Time standards are established for common repair procedures based on industry references such as Chiltons labor guide and manufacturer labor times. Any procedures that take more time then the "standard" time will be judged on an individual basis and charged appropriately. Infrequent or unusual repair procedures will not be subject to time standards. FSD will absorb any additional time required by mechanics to complete "standard" repair procedures. Loaner cars are available for a set cost per mile. There will normally be a five day limit on loaner vehicles. Invoicing will be on a monthly basis with consolidated statements summarizing activity for all Integrated Waste Management vehicles. Individual work orders will be available on request. FSD'S AND INTEGRATED WASTE MANAGEMENT'S RESPONSIBILITIES FSD will have the following responsibilities under this agreement: A. To recognize that Integrated Waste Management is our customer and so has certain rights including: • The right to complain; • The right to question cost; • The right to demand fast service; • The right to demand quality service; • The right to shop around to compare cost and/or service; and • The right to expect courtesy and consideration. B. To comply with all provisions of this agreement. C. To have Integrated Waste Management's best interests in mind. D. To assist Integrated Waste Management in reducing their transportation costs. Integrated Waste Management will have the following responsibilities under this agreement: • To designate a fleet liaison; • To report vehicle malfunctions promptly; • To honor appointments for preventive maintenance services; • If rescheduling is necessary, to do so at least 24 hours in advance; • To provide repair authorizations as soon as possible after being contacted. Page 169 Matrix Consulting Group CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division • To insure that Integrated Waste Management employees make daily inspections of their vehicles before use and check fluids and tire pressure at each fueling; and • To review billing reports within five business days of receipt and to promptly notify FSD of any problems. Failure to keep scheduled preventive maintenance appointments will result in the following: 1. The front-line supervisor will be notified after the first missed appointment. The department will be responsible for contacting Fleet Services to reschedule the maintenance. 2. The department head will be notified after the second missed appointment. The department will be charged for one (1) hour of labor. 3. The department head will be notified after the third missed appointment. The department will be charged for an additional hour of labor and the gas key will be cut off. ADMINISTRATION This writing is intended both as the final expression of the agreement between the parties hereto with respect to the included terms, and as a complete and conclusive statement of the terms of the agreement. No modification of this agreement shall be effective unless such modification is evidenced by a writing signed by both parties. The process for modifying this agreement will be for the party requesting the modification to initiate a change order letter detailing the requested change, the reason for the requested change and it's financial impact. Neither party shall assign or transfer any interest in or duty under this agreement without the written consent of the other, and no assignment shall be of any force or effect whatsoever unless and until the other party shall have so consented in writing. Either party may cancel this agreement for any reason with 30 days written notice to the other party. This agreement shall be effective on the date both parties have signed the agreement and shall extend until June 30, 2001. This agreement shall automatically renew for each subsequent fiscal year unless terminated or changed by the parties pursuant to the provisions of this agreement. Approved: IWM Division Approved: Fleet Services Division Matrix Consulting Group Page 170 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division By: By: IWM Operations Manager Fleet Services Manager Dated: Dated: Matrix Consulting Group Page 171 I CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division APPENDIX 2 Performance Measure Description Average Fleet Age The age and accumulated use of a fleet has a great impact on the cost and performance of fleet operations. As such, relative fleet age should be tracked over time in parallel to key performance measures in order to track trends and to document the impact of lower or higher capital spending levels. Fleet Operating Rates including: Properly constructed operating rates provide a Hourly Labor Rate strong indication of cost competitiveness, and an Parts Markup ongoing mechanism of comparison with alternate Fuel Markup Per Gallon and peer service providers. Sublet Markup Number of Vehicle Equivalents Per Technician A measure of staffing reasonableness and adequacy. In a fleet of reasonable age and condition, each FTE technician should be able to support a benchmark number of vehicle equivalents. Technician Utilization A measure of maintenance program productivity, (Billable Labor Hours) this measures the average annual number of hours billed to work orders by each FTE technician. Low utilization indicates possible over-staffing and/or inefficient work processes. Overtime Rate A measure of staffing efficiency and effectiveness. A benchmark level of utilization coupled with reasonable overtime levels indicates an optimally staffed operation. Low productivity and high overtime indicates serious staffing imbalances. High productivity and high overtime indicates probable staffing shortages PM Program Compliance Rate This measures the number of PM's performed within schedule.A low compliance rate indicates that PM's are not being performed regularly. A high PM compliance rate is a basic building block for an effective maintenance and repair program. Scheduled Repair Rate Measures the portion of all repairs identified and conducted in a controlled, planned manner. The combined purpose of the PM program, operator inspections, and service writing is to identify and take care of problems in a planned,scheduled manner so vehicles do not suffer unscheduled and costly breakdowns. Matrix Consulting Group Page 172 CITY OF SAN BERNARDINO, CALIFORNIA Management Study of the Integrated Waste Management Division Performance Measure Description Road Call Rate This measures the percentage of all repairs conducted on vehicles that breakdown in the field and cannot be driven to the shop. In combination with the scheduled service rate, it provides an indication of PM and overall maintenance program effectiveness. Comeback Rate This measures the percentage of time a customer returns a vehicle or piece of equipment to the shop for the same problem within a specified period of time. It is a measure of service quality that reflects the accuracy of service writing and diagnostic activities as well as repair quality. Fleet Availability Rates This is one of the key measures of success in a fleet management program; the degree to which the fleet service provider is able to ensure the regular availability of fleet units to their user departments.Availability rates should be highest for mission critical vehicles and should be calculated to reflect the work schedule of each vehicle. 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